Insuring Children: Sound Financial Planning or Unnecessary Expense?
The Legal Intelligencer
Sept. 1, 2011
CCWM is constantly monitoring trends and laws which affect the wealth management industry. Please browse the content below to read our Quarterly Investment Summaries, published articles, and news postings.
Quarterly Investment Summaries
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Articles & Publications
Transfer Tax Provisions and How They Can Affect Your Clients' Planning
The Legal Intelligencer
Feb. 15, 2011
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News
Citrin Cooperman Wealth Management's DeSimone Comments on Investing in Your 30s in MainStreet.com
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Citrin Cooperman Wealth Management's DeSimone Mentioned in The Stamford Advocate
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