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Financial Planning > Trusts and Estates > Estate Planning

Pru Publishes Estate Planning Toolkit

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Prudential Financial Inc. has developed a CD aimed at producers interested in estate planning issues.

The CD includes discussions of topics such as transfer tax strategies for noncitizens, the survivorship standby trust concept, and use of family limited partnerships as alternatives to irrevocable life insurance trusts.

The kit comes with client brochures and presentations as well as guides written for financial services professionals.


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