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So you’ve done the work of creating an estate plan to protect yourself and your assets should the unexpected happen:
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You have prepared a springing financial power of attorney, a HIPAA authorization, and a health care proxy. These documents allow you to authorize the...
June 19, 2017
With a QPRT, you lock in the value of your home, for gift and estate tax purposes, at a highly discounted value. These types of trusts might not be for every homeowner, but, for wealthy families a QPRT is an investment that can create huge future savings.
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