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Wills and Estate Planning

Strategy for determining what happens to one’s assets after one’s death. The Will governs the individual’s estate. Estate planning is broader and includes all assets including retirement accounts and tax planning.


The definition of a trustee depends on the capacity in which the party is serving. Trustee includes : Banks and trust companies serving as trustees

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Inheritance Tax

Definition Tax imposed on the right or privilege of receiving property from a decedent’s estate. Inheritance tax is not assessed on the property, but is

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