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This article excludes a discussion of the financial and retirement planning aspects of estate planning, as well as any discussion of insurance needs, because NAFEP does not directly become involved in those areas. Many of NAFEP's independent Associate members do provide financial, retirement and insurance planning and services, but only as a part of their own independent practice. What this article focuses on are the proper methods of holding legal title to property during your life, and passing your estate on to your heirs in a manner and timing of your choosing, all with minimum taxes and intervention by the legal system.
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