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7. Obtain a Full-Color Plan Illustrating All of the Proposed Tools
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Examine the effects of all proposed strategies on cash flow, income taxes, charitable giving, estate taxes and wealth distribution
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View attractive and easy-to-follow graphs, tables, and text reports
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Maintain financial and estate information in a format that can be updated easily during quarterly or annual reviews
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We summarize even the most comprehensive plan on a single flow chart. The flow chart is supported with up to 100 pages of numbers for accountants, text for attorneys, and diagrams for people who prefer graphical representations of ideas.
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