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Tax trust plan - PowerPoint PPT Presentation

Will Planning

Will Planning. Will. $1,300,000 Estate. On First Death. $650,000. $650,000. $650,000. No Tax. $ 1,300,000. $ 650,000. On Second Death. $650,000 to be taxed 37-55%. Also 5-7% of Gross to Probate. Cost to Family-$300,000. Non-tax Trust Plan. Revocable Living

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Tax trust plan - PowerPoint PPT Presentation

Will Planning