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Los Angeles CA 90067-1600

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Estate and Gift Planning

A little planning can save thousands of dollars!

You can't take it with you, but failing to plan for your estate can mean that the government, rather than your heirs, may get the major portion of your hard-earned money.

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You may be surprised what your estate is worth. Add up the value of all your assets. Don't forget life insurance which may fall into your estate. If your total value exceeds the exemption amount, you should look into what a few simple planning techniques can save your family at estate time. In addition, there are some very effective estate planning ideas that can also cut your current income tax bill.

 

 


 
 
 

IMPORTANT - Nothing on this website shall constitute professional advice and may not be cited or relied upon by you for any purpose. It is general in nature, may not be applicable to your situation and may contain inadvertent errors. We assume no responsibility for the contents of this website.

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