Average Joe and Jane thought a simple LW&T (Last Will & Testament) was all they needed especially since they only had 3 assets. What do you mean their beneficiaries have to pay 60% to the IRS? Estate planning without tax strategies included is a true nightmare. Income tax, estate tax, inheritance tax all at the same time? Don't be fooled by either the LW&T OR The Revocable Trust!!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

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