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October 5, 2007, Newsletter Issue #82: Estate Planning and Planned Giving
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Tip of the Week
If you are in the position where you are able to make large gifts and you are seeking to do so with to the greatest tax advantage, you should really consult a professional accountant, attorney and/or financial planner.
An attorney will be able to create a suite of options and a strategic plan that can help you help others and yourself in this life, and as your legacy.
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