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3. Control 100% of Your Wealth
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Eliminate estate and/or gift taxes
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Reduce or eliminate income taxes
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Protect assets from creditors
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Pass the full value of an estate to heirs
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Many advisers may talk about helping a client control all of his or her wealth but they can seldom show clear samples of plans that achieve this goal. We illustrate how clients can reduce or eliminate taxes while increasing transfers to family or charity. Unlike most advisers working with wealthy clients, we can support all recommendations with a clear balance sheet and cash flow statement for each year through life expectancy.
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