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The spreadsheet on this page is just a sample of the Estate Tax X(posure)-RAY that we can do to help a client, single or married, project estate taxes through life expectancy using assumptions the client provides or assumptions I usually think are realistic.
While I believe the spreadsheet produces a materially meaningful projection, it includes a few shortcuts so it cannot be precise. Of course, over time, you cannot expect actual results to match any projection exactly.
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