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November 2007
In This Issue
Year-End Planning Considerations—Gifting
By Colleen Cowles
When does gifting make sense as an estate planning strategy?
Legislative Update
Inflation-adjusted tax items for 2008, pension plan adjustments for 2008, and more
Cowles Tech Tips
TrusTerminator: Exporting your data to Excel
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THE ESTATE PLANNER AS A WORD DOCUMENT
Access The Estate Planner as a Microsoft Word document.
 
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