Readers of this column often call me to ask the following two questions: "Irv, can you really beat the estate tax?" and most of the time (after a simple, “yes” to the first question), "How do you do that?" The answer is with our Comprehensive System. Originally, our System (45 years ago) was designed to reduce the estate tax. But over the years our System evolved to focus on keeping all of a client’s wealth. Because our System keeps all of your wealth ...
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