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The Connelly Case: Estate and Financial Planning Implications Crimes of the Century Obtaining SSDI benefits for clientsThe recent SCOTUS decision in Connelly v. United States has significant repercussions for estate and financial planning, especially for clients with closely held businesses, further exacerbated by the impending sunset of TCJA's estate tax provisions. The implications run deep for a wide range of clients. What do you need to do now to revise existing plans and how do you adjust your tactics long term to avoid unintended tax liability? How has planning
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