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November 7, 2016

Plan wisely to minimize taxes

It’s important to stay on top of your finances the older you get, evolving your estate planning as your circumstances change. It should be a goal to minimize your tax obligations.

An estate plan should evolve and change as people age and family circumstances change. One goal should be to minimize and defer the tax on your death until the time your heirs sell the assets. Strategies can also be implemented during a person’s lifetime to minimize taxes.

Published in Estate Planning