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Your clients, ages 70 and 72, are discussing their estate planning needs with you. They’ve been married only to each other and have no children. They would like to leave any remaining assets at the end of their lives to charity. Currently, their estate is worth about $500,000. What do you suggest?

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Your clients, ages 70 and 72, are discussing their estate planning needs with you. They’ve been married only to each other and have no children. They would like to leave any remaining assets at the end of their lives to charity. Currently, their estate is worth about $500,000. What do you suggest?






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