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Estate Planning Essentials
Please join us for an Estate Planning Lunch & Learn with Attorney Philip Levin, with The Levin Law Firm.
Topics of discussion will include:
The Four (4) Core Estate Planning Documents
Significant Planning Opportunities You Should Consider Now Under Current Law
How to Make Best Use of the Increased Gift Exemption
What the New Estate Tax “Portability Provision” Means to You and Your Family
Why Trust-Based Estate Planning Strategies are More Important Now, than Ever Before
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