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Below is a case study scenario, and 1. is what I have to answer. Thanks Benny and Martha have come to you for help with

Below is a case study scenario, and 1. is what I have to answer. Thanks

Benny and Martha have come to you for help with their estate plan. After reading their personal background and information, discuss the federal gift tax and estate plan.

  1. What are the steps Benny and Martha should take immediately and over the long term to reduce their gross estate and achieve their goals? Be specific and quantify the impact of each recommendation.

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