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"Tri Star thank you for all your help and making sure that I'm winning outside the cage because of your financial guidance!"

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Estate Planning and Charitable Giving

Giving is not just an act, but an art.

Estate Planning and Charitable Giving

Effective planning enables an orderly transfer of assets to your beneficiaries, security for your surviving spouse, best gifting strategies and can reduce or eliminate the estate or gift tax due. For Business owners, a plan for business continuity is essential, and we can assist you in the process of getting your financial affairs in order. We work as a member of your estate planning team to ensure all aspects have been addressed and are in place.

Tri Star Management Group, Inc.

950 Peninsula Corp. Circle, Suite 2000

Boca Raton, FL 33487

(561) 988-2004

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