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Join a golf club? Participate in charitable
giving?
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Estate planning is really about you giving the
BIGGEST GIFT you will ever give to your loved
ones.

Why wouldn’t you want to foster the
perpetuation of your values when giving the
largest gift you will ever give to your loved
ones?

We see lump sum bulk transfers with no
guidance in most estate plans we review. We
read in newspapers and see on television
about family division that result from disputes
over who gets what and how much. What gets
lost between gifts made during your lifetime,
normally in much smaller amounts, and gifts
made after you pass away, is the perpetuation
of your core values.

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