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Private Wealth Management: The Complete Reference for the Personal Financial Planner, 9th Edition by Jerry Rosenbloom, G. Victor Hallman

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Estate Planning Principles

Estate planning can be defined as arranging for the transfer of a person’s property from one generation to another so as to achieve, as much as possible, the person’s objectives for his or her family and perhaps others. Further, in our tax-oriented economy, tax minimization often is an important motivator for estate planning. Tax saving, however, is not the only goal of estate planning and should not be overemphasized.

OBJECTIVES OF ESTATE PLANNING

The following are a number of specific estate planning objectives, some or all of which apply to most people:

image  Determining who will be the estate owner’s heirs or beneficiaries ...

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