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Death and taxes: a time to strategize and review

William F. Roth III
Published: December 12, 2011
The year is quickly coming to a close. The year-end holiday period traditionally brings a time when we reflect on what we accomplished and didn’t accomplish in the past 12 months. It gives us the opportunity to set new goals for the coming year. That internal reflection process is why many of us set New Year’s resolutions that seem to be soon forgotten.

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