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| PLANNING |
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| TIP! |
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| Estate Planning |
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| + | Explore
Gifting Strategies |
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| – | Annual
Exclusions/Unified Credit |
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| – | Charitable
Gifting |
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| – | 529 Plans |
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| – | Low Cost Basis
Assets |
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| + | Record Keeping |
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| + | Life
insurance has an important role over the next 9 |
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| years and
beyond |
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