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Family_Estate_Planning

Focus on estate planning before taxes 

You’ve heard it many times: “Don’t miss the forest for the trees.” When it comes to estate planning, trite is right. It’s generally a good idea to develop a smart, overarching plan rather than to focus singularly on a tax-avoidance strategy. 

After all, a comprehensive estate plan can fund, mitigate or eliminate estate taxes. (more…)

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