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Trust Glossary

Wealth Replacement Trust - A trust designed to ensure that heirs receive the value of an estate, which could be depleted by federal estate tax or charitable gifts. Typically an irrevocable life insurance trust.

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The content in this glossary is general in nature and is intended for informational purposes only. It is not intended to provide specific advice or recommendations for any individual or organization, because the facts and circumstances surrounding each situation differ. Please consult your attorney, tax advisor or other professional advisor for advice on your particular situation.

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