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Beyond The Basics: Life Planning

Posted by attorney Steven Greenwood

What is a "Life Plan?"

In short, a "Life Plan" is a basic estate plan that adds:

  • Incapacity Protection;
  • Spousal Protection;
  • Child Protection; and
  • Grandchild Protection

In other words, a Life Plan provides the essential elements of a Basic Death Plan, i.e. probate avoidance and unnecessary estate tax protection elimination, but ADDS substantial protection for those you care about most.

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Filed under: Estate tax Tax law

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