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The Transfer Tax Playbook

The four ways to pass on wealth free of gift and estate taxes.

Taxpayers and their advisors often find themselves chopping through the tall grass of complex estate-planning structures and devices when considering alternate ways to transfer wealth.  Lost in the weeds is the fact that there are relatively few ways to transfer wealth without paying gift and estate taxes. In this article, we provide an overview of the only four plays in the transfer tax playbook:


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