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How to Have Your Cake and Eat It Too

Prairie Eco-Thrifter

The Smiths then decide to take 4% per year from the calculated (every year) value of assets in the trust. Keep Your Asset, But Still Get An Estate and Gift Tax Break On it. Bank Rate claims: “Estate planners recommend this track for people with substantial wealth to stash assets whose value will undoubtedly appreciate in the future.”.

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