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Unformatted text preview: Not always something monetary or worth anything Everything Subject to Ownership Estate Planning Objective Lifetime, Death-time Estate Planning Timeline When Does owning start? When one takes on financial obligations Purpose? Develop plans enhancing, maintaining financial security of clients/families Best Plan? Not necessarily the least taxed, but what satisfies clients the most...
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This note was uploaded on 04/11/2011 for the course AGEC 425 taught by Professor Miller,w during the Spring '08 term at Purdue University-West Lafayette.
- Spring '08