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Joe Marion Speaks on Estate and Charitable Planning Under the Tax Cuts and Job Act of 2018

The 2018 tax law has really changed the will and estate planning scenario.  Joe will discuss trusts, IRA’s, estate and gift planning, and long-term care insurance.  Q&A to follow.

Wednesday, October 23, 2019


Channing Church Parish Hall

135 Pelham St, Newport, RI 02840

Wine and Cheese will be served!

Free and open to the public

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