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Utilizing Trusts To Gift Assets So Uncle Sam Gets Less

Critical Element of the Week: Legacy Planning
This Week's Focus: Utilizing Trusts To Gift Assets So Uncle Sam Gets Less

Elements in Focus – October 11, 2024
Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF®

#FinancialEnhancementGroup #YourLifeAfterWork #FinancialPlanning #LifeAfterWork

Learn More About Elements in Focus Here: https://bit.ly/whatseif

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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Wealth Management & Financial Planning

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