Please note that the information contained in or linked to this presentation is not intended to be taken as investment, accounting, tax, or legal advice, nor should it be construed to serve as a substitute for consultation with professional accounting, tax, legal, or other competent advisors. It is intended for discussion purposes only and cannot be the basis of any specific planning decisions. The comments and suggestions made herein are based only on facts and circumstances known and upon information provided by you. Your estate plan involves complicated and serious tax, legal, financial, and personal issues which must be carefully considered. You should always consult with your attorney, tax advisor, and/or other appropriate professionals before changing or implementing any financial or estate planning strategy.
