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GLOSSARY OF TERMS
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529 plans
annuity trust
bargain sale
bequest
beneficiary
charitable gift annuity
charitable lead trust
charitable remainder trust
cost basis
deferred payment gift annuity
estate tax
flexible gift annuity
flip trust
gift annuity
gift tax
health care proxy
laddered, laddering
living trust
living will
long term assets
pooled income funds
power of attorney
probate
rates
retained life estate
split interest gift
step up
tangible personal property
unitrust
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