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Deferral And Minimization Of Estate Taxes - Introduction

In this section we will be discussing strategies for minimizing estate taxes. It's optional to circumvent an estate tax to the extent that if you and your spouse do proper estate planning prior to your death, the tax can and will be avoided completely. Improper or no planning will cause many estates to be taxed as high as 40%.



Exclusion of Property from the Gross Estate

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