Chapter 7. What If You Want to Get Fancy with Your Planning?
The simplest plan can save your loved ones heartaches and headaches. For many, basic planning can often save lots of tax dollars. So, what if you’re fortunate enough to have an estate that has lots of zeros at the end? Lucky for you, there are many terrific and effective estate planning vehicles to discuss with your attorney. One or more may be right for you and your loved ones. The benefits are twofold: tax dollars saved and goals achieved. Now that’s what I call a win-win situation!
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