Diversify Strategies for an Effective Estate Plan

By: Joseph Pozzuolo, William C. Husey

While death and taxes are the two certainties of life, with proper planning and the use of well-founded techniques, death taxes do not have to be punitive or impose a penalty on hard-earned accumulated family assets at death. Presented here is an overview of the many techniques that may be used to reduce (and for some individuals eliminate) federal and state death taxes on their estate. 

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