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Estate Planning

METATRADER 4 TRADING PLATFORM

mt4 - Estate Planning

What Is Included

Wealth transfer planning involves the smooth transition and distribution of wealth according to your wishes. With proper estate planning, you decide to whom, how, and when your assets will be distributed, as well as who will manage your estate or business.

An asset protection plan first identifies potential exposure and then identifies preventive tools and strategies to reduce exposure.

Charitable giving is motivated by both personal and tax incentives. Congress encourages charitable giving through tax legislation that can minimize your income and estate taxes.

For most people, estate planning will:

  • Give you more control over your assets during your life
  • Provide care when you are disabled
  • Allow for the transfer of wealth to whom you want, when you want, at the lowest possible cost

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