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posted on 2 Aug 2011 | Case studyWhile John and Jane Eastwood don’t require much for living expenses, they cannot afford to retire on the investment assets they have. In addition, their estate is also very illiquid and it is...
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posted on 29 Jun 2011 | Case studyGerald and Eileen live a very modest lifestyle. Although they have not planned for retirement, they are fortunate to have recently inherited a closely-held business. The downside is their estate...




