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The Securities and Exchange Commission has Launched a New Investor Search Tool
The Securities and Exchange Commission has Launched a New Investor Search Tool

The Securities and Exchange Commission has recently launched another investor protection search tool. The tool can be found on the SEC's website here . By using this search tool an investor can look for both federal court and administrative enforcement actions which have ...

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Recent Posts
  • The Securities and Exchange Commission has Launched a New Investor Search Tool

    The Securities and Exchange Commission has recently launched another investor protection search tool. The tool can be found on the SEC's website here . By using this search tool an investor can look ...

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  • Does a Will Avoid Probate?

    Potential clients frequently come to our firm asking about trying to avoid probate. Some of those clients assume that a will alone will help them avoid probate. That is not the case. First, it is ...

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  • Where Do My Assets Go if I Die Without a Will in Michigan?

    First, forget anything you have heard about the State getting any portion of your assets because you did not prepare a Will. This notion is pure nonsense (unless you have absolutely no surviving ...

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  • Your Family Will Not Lose Half of Your Estate to Taxes or Probate

    We try to get a feel for the client’s real objectives in setting up a plan at the initial Estate Planning meeting. This allows us to create a plan that is customized to meet the specific needs and ...

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  • Have you talked to your lawyer lately and do you need an estate plan review?

    An investment in a complete estate plan is an expensive process. The expense related to an estate plan is not just the cost of putting the plan in place but also the time it took to meet with your ...

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  • Living Trusts - Not just for Millionaires

    Complex tax planning for the ultra-wealthy almost always involves the use of various trusts. But it is a mistake to think that trusts are only for millionaires. Trusts can provide a number of benefits ...

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