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Archive for July, 2010

Planning Your Future With Surprenant & Beneski, Part 3

Wednesday, July 7th, 2010

Our June 10, 2009 show, Planning Your Future With Surprenant & Beneski. Part 3

Planning Your Future With Surprenant & Beneski, Part 2

Wednesday, July 7th, 2010

Our June 10, 2009 show, Planning Your Future With Surprenant & Beneski. Part 2

Planning Your Future With Surprenant & Beneski, Part 1

Wednesday, July 7th, 2010

Our June 10, 2009 show, Planning Your Future With Surprenant & Beneski. Part 1

How to Get Your Ducks in a Row Workshop

Tuesday, July 6th, 2010

In August, we will be holding 3 long term care planning workshops.  Our first workshop will be held on Tuesday, August 10, 2010 from 1:30 to 3:00 pm at the Cape Cod & Islands Association of Realtors Conference Center, 22 Mid Tech Drive, West Yarmouth.  Our second workshop will be on Tuesday, August 10, 2010 from 5:30 to 7:00 pm [...]

New Senate Estate Tax Offering Would Levy Billionaire Surtax

Tuesday, July 6th, 2010

Last week’s article was about America’s first billionaire to die in 2010 under the estate tax repeal.  This week’s article discusses Congress’s response.  A copy of the ezine is included below. Our “Recipe of the Week” is for Individual Apricot Crostatas.  If you’d like a printable copy of the recipe or to share a recipe, please email [...]

How to Get Your Ducks in a Row Workshops

Thursday, July 1st, 2010

In July, we will be holding 2 long term care planning workshops.  Our first workshop will be held on Tuesday, July 13, 2010 from 1:30 to 3:00 pm at the Cape Cod & Islands Association of Realtors Conference Center, 22 Mid Tech Drive, West Yarmouth.  Our second workshop will be on Tuesday, July 13, 2010 from 5:30 to 7:00 pm at [...]