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Beyond The Estate Tax: Leaving A Legacy In A Post Fiscal Cliff World

The good news is that Americans can now focus on passing their wealth at the times and in the ways they want, rather than having a plan driven by tax considerations. Minimizing costs and expenses will continue to be important, as will avoiding other taxes -- usually income taxes associated with the transfer of assets. In some states, inheritance or estate taxes will still apply, and additional planning may be necessary...

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