When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster in recent years, the rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.¹ A few years ago, Congress raised the estate and gift tax exemption to $5 million per person, adjusted...
Gary L Deese Recognized by LPL Financial as a Top Financial Advisor Lexington, SC —June 21, 2017 — Gary L Deese, an independent LPL Financial advisor at Crescent Financial Group, LLC in Lexington, today announced that he was recognized as a top LPL Financial advisor and named to LPL’s Chairman’s Club. This premier award is presented to less than 5%...
In an April 2017 report, the U.S. Census Bureau examines changes in young adulthood over the last 40 years. The study looks at how the economic and demographic characteristics of young adults (ages 18 to 34) have changed from 1975 to 2016. The report defines adulthood as a period in life associated with common experiences and the achievement of particular...
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