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A Silver Lining? Recent Market Declines May Present Estate Planning Opportunities

January 26, 2009

In recent months, many of our clients have suffered declines in the value of their assets. While it can be difficult to open a monthly brokerage statement in this environment, decreases in asset values actually can present a significant opportunity for estate tax reduction planning. In this edition of the Advisory we discuss ways you can take advantage of currently depressed asset values to reduce estate taxes that would otherwise be owed at your death.

Resources

Advisory-TE- Dec08-wBRC-rev7.pdf

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