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The information on this website is not intended as legal or tax advice and is taken from sources believed to be reliable, however is not guaranteed as to completeness or accuracy. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes typically include federal taxes only; state income/estate taxes or state law may impact your results. You are encouraged to seek the advice of your financial planner, attorney, and/or tax adviser to make certain that a contemplated gift fits well into your overall circumstances and planning.