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CLIENT ADVISORY BULLETIN

We publish a Client Advisory Bulletin (CAB) that provides a one page brief on various finance-related topics which you may find of interest. The following are the last couple of years of CABs. Please click on any one that you wish to read.

2017 Tax Cuts and Jobs Act (Changes for Estate, GST & Gift Taxes) (April 2018)  Read More

Importance of IRA Beneficiary Designations (August 2017) Read More

Proposed Valuation Regulations and Family Businesses (November 2016) Read More

Protecting Our Aging Family Members (July 2016) Read More

Estate Planning: Looking Back at 2015 and Ahead to 2016 (January 2016) Read More

Digital Assets and Social Media: Life After Death (May 2015) Read More

2015 Estate Planning: Highlights and Potential Opportunities (January 2015) Read More

What is a Trust Protector and What Does a Trust Protector Do? (September 2014) Read More

ILIT: A Trustee's Responsibilities and Life Insurance (April 2014) Read More

Year End Planning Opportunities for 2013 (December 2013) Read More

Long Term Care Insurance - Protection for You and Your Family (May 2013) Read More

American Taxpayer Relief Act of 2012 (Changes for Estate, GST, Gift & Income Taxes (January 2013) Read More

Planning Opportunities to Consider for 2012 (September 2012) Read More

Is Now the Time to Make a Lifetime Gift? (May 2012) Read More 

OUR MISSION: KISTLER-TIFFANY ADVISORS STRIVES TO PROVIDE PERSONALIZED ASSET MANAGEMENT AND ESTATE PLANNING SERVICES TO INDIVIDUAL CLIENTS AND THEIR FAMILIES WITH COMPLEX FINANCIAL NEEDS