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Joe’s estate plan crashes and burns

Although Joe was a planner, after he went to the big business in the sky, his estate plan and business succession plan (for Success Co.) turned into an economic and tax tragedy.

Although Joe was a planner, after he went to the big business in the sky, his estate plan and business succession plan (for Success Co.) turned into an economic and tax tragedy. For his son, Sam. For his wife, Mary. And the rest of the family.

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TAGS: Taxes
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