Estate Plan -
Orderly arrangement of one's financial affairs to maximize the value transferred at death to the people and institutions of choice with minimum loss of value from tax exposure and forced liquidation of assets.
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The content in this glossary is general in nature and is intended for informational purposes only.
It is not intended to provide specific advice or recommendations for any individual or organization,
because the facts and circumstances surrounding each situation differ. Please consult your attorney,
tax advisor or other professional advisor for advice on your particular situation.
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