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ProActive Summaries

Oast & Taylor wants to help you stay proactive with these special summaries made as a free resource for you. We are providing these resources to continue in our tradition of excellent client service. Each summary is offered as a downloadable pdf. If you have any questions, please contact us.

Check back soon for new summaries as they become available.

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A Note for Advisors

Please note that the law firm of Oast & Taylor is in one business only – that of representing our clients in elder law matters. Oast & Taylor is not in the investment or brokerage business. We do not have a financial services firm. We have no alternative agendas.

We look forward to collaborating with you in order to meet the needs of a client who is seeking investment advice.