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Money Smart Week - Estate Planning and Wills: Leaving a Legacy In-Person
Who needs a will? What is probate, and can it be avoided? What is the real power of a trust, and are there tax benefits? Find these answers and more as we learn about the three parts of a will, the meaning of tax-free inheritance, lifetime giving exclusions, and how to incorporate these into your estate plan. Discuss strategies that will assist you in minimizing your death/estate taxes while maximizing your assets. Meet at 2pm in the Bloomington Public Library Community Room.
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