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Even if you don't expect your estate’s value
(including death benefits from insurance policies) to total more
than $3,500,000, you may need an estate plan. Proper estate planning
can use lifetime gifts and trusts to minimize your estate-tax liability.
With the help of our Financial Planning Department,
your Financial Advisor can complete a comprehensive estate plan,
at no cost or obligation, for you to review with your accountant
and attorney.
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