LEGAL
• Wills containing trust provisions that are not tax-planning documents
• Tax-planning wills based exclusively on QTIP planning
• Tax-planning wills with preresiduary marital dispositions and residuary applicable exclusion dispositions
• Tax-planning wills with preresiduary applicable exclusion dispositions and residuary marital dispositions
• Tax-planning disclaimer wills
• Spousal companion wills
• Wills with a primary objective of charitable giving
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