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ESTATE PLANNING & TAXA Volume 16 Number 1DVIwww. Andersonville.comSORSpring 2017What Is a Revocable Trust, and Should You Have One? By Abbé, I. Herb std like to have a living trust, is a request
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State planning and tax refer to the process of organizing one's assets and affairs to minimize tax liabilities upon death or transfer of assets.
Individuals with a certain level of assets may be required to file state planning and tax documents.
State planning and tax forms can typically be filled out with the assistance of a tax professional or attorney.
The purpose of state planning and tax is to ensure that assets are transferred efficiently and in compliance with tax laws.
State planning and tax documents may require reporting of assets, beneficiaries, and potential tax implications.
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