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Maintain Control of Your Person and Affairs |
Power of Attorney
Living Trusts Long-term Care |
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Assure Lifestyle / Conversion of Paper Profits |
Life Insurance / Annuities
Charitable Trusts
Long-term Care |
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Protect from Government and Lawsuits |
Umbrella & Life Insurance
Family Ltd Partnerships
Offshore Assets
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Reduce Income Taxes |
Charitable Giving / Gifting
Tax Deferred Annuities Foundations |
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Manage the Value of a Family Business |
Succession Planning
Buy-Sell Agreements |
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Pass Values and Responsibility to Family Members |
Family Foundation / Partnership
529 Education Accts
Family Mission Statement |
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Save Federal Gift and Estate Taxes |
Family & Charity Beneficiaries
Government Beneficiaries |
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Protect Family from Admin Exp & Delay of Probate |
Up-to-Date Wills
Estate Plans |