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Planning Your Estate

Planning Your Estate

Some guides related to estate planning, information to help make this process as free of stress as possible.

Financial Guides

Estate Planning: How To Get Started
Post-Mortem Letter: How To Prepare It and What To Include
Retirement Plan Distributions: When To Take Them
Retirement Plan Distributions: How To Take Them
Roth IRAs: How They Work and How To Use Them

Frequently Asked Questions

Living Trusts: Frequently Asked Questions
Wills: Frequently Asked Questions
Your Estate and Taxes: Frequently Asked Questions

Financial Calculators

What Is My Potential Estate Tax Liability?

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Jerry Love CPA, LLC, 3305 North 3rd Street, Suite 304, Abilene, TX 79603
Phone: 325.437.5683 | Fax: 325.437.7197 | Email: jerry@jerrylovecpa.com

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