From: "Jeffrey E." <jeevacation@gmail.com>
To: Richard Merkin
Subject: Re:
Date: Mon, 02 Jul 2018 11:33:29 +0000
ok, you might ask your accountants , I assume there is no one person besides you that knows all. to fill out
an estate tax return as if you died today. . you have ord income in certain areas that can . should be
restructured otherwise the govt will claim back income tax. . you want it all estate. . if you are vi residen at
the time there are other benefits.
On Sun, Jul 1, 2018 at 11:22 PM, Richard Merkin < > wrote:
Sounds good!! Send the Will template!!
From: Jeffrey E. [mailto:jeevacation@gmail.com
Sent: Sunday, July 1, 20181:42 PM
To: Richard Merkin
Subject:
spoke to hte head of insurance , and you can jv with my insiurnace entitty
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