Security during my lifetime
– Retained Property
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Equitable distribution of property to my family
– How can I be fair to all of my family? |
| Minimize my estate settlement costs and taxes |
Provide liquidity to pay my estate costs
– Sources of liquidity to meet costs
- Sale of assets
- Existing liquid assets
- Borrowed capital
- Created capital – Life Insurance
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| How can I create a plan to pass on my values and beliefs and teach my family the power of giving? |
