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  1. R

    Retired w/ $9.5 million In Assets

    @lalaland777 Estate over the 2024 limits and nervously eyeing the changes coming in 2026. Recent transactions have given us realized assets vs vague investments that I had undervalued as a self defense mechanism. :). So we’ve started exploring more extensive estate planning and BDITs were...
  2. R

    Retired w/ $9.5 million In Assets

    @lalaland777 Do you mind sharing your thoughts on BDITs?
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