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“Andree M. Saulnier” (17)
Publications 07.12.2022
Estate Planning Opportunities in Current Markets
Choate's Wealth Management Group have outlined three useful estate planning techniques in response to rising inflation and fears of a near-term recession.
Announcements 12.08.2021
Legislative Update: Planning for Build Back Better
On November 19, the House passed a version of the Build Back Better Act that, if signed into law, would make several important changes to the tax code.