Page 8 - Bespoke EPG 2017 Digital
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Flow chart: Strategy of estate planning for death
Death Planning Objectives
Estate Basic Format
Planner Elements of
an effective
Spouse estate plan
The Accountant Professionals Execution
team
Attorney Tools
Financial Will
Adviser Bequests
Trusts
Donations
Selling assets
Life insurance
Reducing taxes
Matrimonial
property
regime
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