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260-An Introduction to Trusts in the Context of Estate Planning

Radical Personal Finance

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How to Avoid the Estate Tax

The value of any life insurance policies that you own at the date of your death are included in your gross estate. So this was a real headache in financial planning. In two thousand 15, it's gotten a little bit simpler,. Many fewer people are affected by this now that the exclusion amount is, again, near five and a half million bucks.

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