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Increased Estate Tax Exemption: A Use or Lose Proposition

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By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA Great news! The Federal estate tax exemption got bumped up again. Yay! The what? The Federal Estate Tax exemption … you know, the tax they hit you with when you die if you’ve been successful? …

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