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Personal Financial Planning
There are various considerations involved in both lifetime and postmortem asset transfers, including tax saving strategies associated with the decedent's final return, the fiduciary income tax return and the decedent's estate tax return.
- The decedent's final return
- Estate taxes
- Gift taxes
- The decedent's will
- The probate process
- Will substitutes
- Living trusts
- The marital deduction trust
- The unified credit
- The bypass trust
- Lifetime gifting
- Interfamily planning
- Life insurance trusts
- Postmortem planning
Please contact us for more information on our services.
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