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April 2, 2012

The Romney Trust: A Masterpiece

As a financial adviser, I look at a well-executed financial plan in the way an art lover looks at a painting. Mitt and Ann Romney’s 1995 Family Trust, with its reported $100 million, is my financial planning Mona Lisa.
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Duly Noted

Attorney’s failure does not excuse estate’s penalty. News flash: Trusting your lawyer’s soothing words can cost a lot of money. …
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