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[CFP, Estate] 14, Marital and Charitable Deductions
Unlocking Unlimited Deductions for Spousal & Charitable Transfers 🔑
[CFP, Estate] 13, Crummey Provision
Unlocking Annual Exclusions with Present Interests in Trusts
[CFP, Estate] 12, Gifts and Gift Tax
🎁 Gift Strategically to Minimize Your Tax Burden and Maximize Wealth Transfer 🎁
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