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The Exemption Diagnostic Calculator is designed to be informational and educational tool only, and does not constitute legal, tax or investment advice. We strongly recommend that you seek the advice of a skilled Attorney/Lawyer before making any decision regarding exemption planning and/or Private Retirement Plan funding. We also encourage you to review your exemption planning strategy regularly as your legal and financial circumstances will likely change. This model is provided as a rough risk assessment and exemption planning analysis and is not a guarantee or promise of legal, tax, or financial performance. The results presented by this calculator are hypothetical and may not reflect the actual growth of your own investments and future changes in California law. No Attorney, Advisor, or TRUST-CFO's® owner or employee or any of its affiliates, are responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by this analysis tool, nor for any human or mechanical errors or omissions.
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