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Survivors Guide: Financial & Legal Document Organizer

Do your loved ones know where you keep your valuable financial and legal documents or how to contact your financial advisor, insurance agent or attorney? With the help of our complimentary organizer, you can impart this information and assemble the documents that will ease the burden on your family when you are gone.

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A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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