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3. Control as Much as 95% of Your Wealth
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Dramatically reduce estate and gift taxes.
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Reduce income taxes.
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Protect assets from creditors
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Pass nearly the full value of an estate to heirs
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We illustrate how you can reduce taxes while increasing transfers to family or charity. Our recommendations are supported with revised balance sheet and cash flow statements showing the implications of our proposals for each year through life expectancy or beyond.
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