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Create an estate plan for: Married couple 50 million dollars in Portfolio assets Of that 5 million is in retirement accounts 45 nonretirement 10 million
Create an estate plan for:
Married couple
50 million dollars in Portfolio assets
Of that 5 million is in retirement accounts 45 nonretirement
10 million in real estate
5 children and 5 grandchildren
Q: What would you do to prevent the couple from paying estate tax? What would make this the most comprehensive plan?
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