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Merrill Lynch Private Wealth Advisor David Tracy    

Financial advising in Los Angeles, United States
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Merrill Lynch Private Wealth Advisor David Tracy , offers investment advice and strategies guided by understanding your life's goals, risk tolerance, time horizon and liquidity needs.

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Why is it important to make gifts now?
A:
As a result of the Tax Cuts and Jobs Act (TCJA) enacted on December 22, 2017, estate, gift and generation-skipping transfer tax exemptions are at...
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