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Estate Tax Planning

Leaving a legacy to your loved ones often means careful planning to reduce estate taxes to the greatest extent possible. Transferring wealth to the next generations can be done through a variety of tools and strategies during lifetime and at death, including:

• Lifetime Gifting Programs
• Multi-Generational “Dynasty” Trust
• Qualified Personal Residence Trust
• Grantor Retained Annuity Trust
• Family Limited Partnership
• Limited Liability Company
• IRA Trust
• Life Insurance Trust
• Split Gifts
• Installment sales to Grantor Trusts

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