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With the federal estate tax exemption possibly about to be lowered, it may be time to think about steps you can take to keep your estate from being taxed. An irrevocable life insurance trust allows you to pass on money to your heirs while avoiding both the federal estate tax, as well as any applicable state estate tax.

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The Medicaid Planner's role is to achieve the client's planning objectives through the use of various legal tools and avenues.

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