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Wealth Management Update

USA - January 11 2021 Certain federal interest rates increased slightly for January of 2021 while others remained the same. The January applicable federal rate ("AFR") for...

Lindsay A Rehns, Albert W Gortz, David Pratt, Andrew M Katzenstein, Nathaniel W Birdsall.

Wealth Management Update

USA - December 9 2020 Certain federal interest rates increased slightly for December of 2020, while others remained the same. The December applicable federal rate ("AFR")...

Lindsay A Rehns, Albert W Gortz, David Pratt, Andrew M Katzenstein, Nathaniel W Birdsall.

Wealth Management Update

USA - November 3 2020 November 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts AFRs Certain...

Lindsay A Rehns, Albert W Gortz, David Pratt, Andrew M Katzenstein, Nathaniel W Birdsall.

Personal Planning Strategies

USA - October 7 2020 If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing...

Lindsay A Rehns, Albert W Gortz, David Pratt, Andrew M Katzenstein, Nathaniel W Birdsall.

Wealth Management Update

USA - October 6 2020 Important federal interest rates continue to hold relatively steady. The...

Lindsay A Rehns, Albert W Gortz, David Pratt, Andrew M Katzenstein, Nathaniel W Birdsall.