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If your estate  in 2011 is more than $5,000,000 it could be subject to federal estate tax. Even small estates may be subject to state estate taxes.

Consider taxes when deciding how to leave your assets.

One common method to reduce taxes is to give gifts each year up to the amount of the annual exclusion. Another is a Bypass Trust which provides a major tax benefit for spouses.

Complex tax planning is beyond the scope of our mission. Speak with a qualified financial planner, accountant or tax attorney to create a situation that minimizes taxes while accomplishing what you desire.

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