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Estate conservation is always a team approach to be coordinated with the client's accountant and attorney. Marital Deductions, Grits, Family Limited Partnerships, Lifetime Gifts, Charitable Giving and Insurance trusts are some of the tools used. Since Pension Plans, Profit Sharing Plans, and IRAs can be subject to over 75% reduction due to taxes (Income, Estate) conservation and distribution planning has become a specialty of its own. Preservation of wealth also includes Long Term Care Insurance. |
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