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Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Integration services provided by SEI Global Services, Inc. (SGS). SGS is a wholly-owned subsidiary of SEI Investments Company (SEI). The information contained herein has been provided to SEI by unaffiliated third parties. SEI cannot guarantee the accuracy or completeness of the information and assumes no responsibility or liability for its incompleteness or inaccuracy. Opinions expressed by unaffiliated third parties are their own.

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Neither SEI nor its subsidiaries provide financial estate planning or tax advice. Please note that (i) any discussion of U.S. tax matters cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.

Neither SEI nor its subsidiaries provide estate planning services unless you have otherwise separately entered into a written agreement with SEI for the provision of certain estate planning services.