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Simplicity.
Wealth management is a complex undertaking. Simple strategies and
casual advice are rarely enough to produce the best investment
and tax results. Tomes have been written about wealth management
and the Tax Code is thousands of pages long. While simplicity is a virtue, it should not be the only criteria for
evaluating a plan. Moreover, the administrative burden of dealing
with complexity should be largely the responsibility of your advisors.
If that complexity clutters your desk, it may be that your advisors, not
your planning, need to be more responsive to the goal of simplicity.

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