As the great Benjamin Franklin so aptly put it, “In this world nothing is certain but death and taxes.” At Investment Advisor, it’s pretty certain that we’re going to write about taxes, and death, for that matter, as it pertains to taxes. In October 1998 we addressed tax-awareness in an article, “Watch Your Assets,” by Jean L.P. Brunel, at the time a managing director of J.P. Morgan & Co. Some of the still applicable advice from that article is excerpted below.
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