Lexington Medical Society Foundation’s Golf Tournament Returns!

LEXINGTON On Wednesday May 23, 2022, the Lexington Medical Society Foundation’s (LMSF) 32nd Annual Golf Tournament roared back to life

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Fine Wine and Estate Planning

As financial planners, we routinely model estate plans to determine if they meet the goals and objectives of our client.

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The Effect of the American Taxpayer Relief Act on Estate Planning

After much debate, the American Taxpayer Relief Act, “ATRA” was signed into law by President Obama on January 2, 2013.

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