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Tweets179
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Followers73
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Likes15
Addicus featured in the MS Business Journal as the "ones to watch in the years to come". msbusiness.com/blog/2014/10/1… via @mbjournal
Growing A Practice The Multifamily Office Way shar.es/1maNUy via @ShareThis
Tom Clancy Estate Smolders as $83 Million Marital Infighting Flares. thetrustadvisor.com/news/clancy?mk…
When Gifting Isn't Spoiling. A Fear of Spoiling the Kids with Wealth. on.wsj.com/1mb8FOd via @WSJ
Forbes Family Office Growth Plans Stall financial-planning.com/news/family_of…
Philip Seymour Hoffman and Sting Highlight Five Myths About Trusts. forbes.com/sites/trialand…
Old Trusts, New Problems, and Many Options to Solve Them. shar.es/LnBGf via @ShareThis
Life (Insurance) Settlements Become Wealth Planning Strategy m.wealthmanagement.com/insurance/morb…
Dealing with an errant 1099 for nontaxable rental income. m.us.wsj.com/articles/how-t…
The Sad Death of Casey Kasem and the unfortunate facts surrounding his estate planning. wealthmanagement.com/high-net-worth… via @wealth_mgmt
Using LLC's as shields for your assets. m.us.wsj.com/articles/a-fin…
Michael Jackson's estate fiasco. Poor planning equals poor outcomes. fa-mag.com/news/celebrity…
For Richer or Poorer? Rich Families Face a Marriage Problem. m.us.wsj.com/articles/SB100…
Why The IRS Wants You To Watch Your IRA Rollovers shar.es/SrZUQ via @ShareThis
Is your Advisor Falling Short on Tax Advice? financial-planning.com/news/investmen…
Succession Planning for Family Foundations is extremely important. on.wsj.com/1k4KWIo
"Family Office Services" are high on the list of offerings that advisors would like to provide for their clients. fa-mag.com/news/the-appea…
Multi Family Office services for the Mass Affluent. mobile.reuters.com/article/idUSL2…
Key steps to avoid an IRS audit. forbes.com/sites/robertwo…

Iris @Iris04005121207
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Windham Brannon @WindhamBrannon
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2-500.com @2to500
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