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Tag: Wealth Transfer

We Want to Draft Your Legacy

How Is Insurance Used in Estate Planning?

August 19, 2021 •
There may be potential benefits to life insurance beyond its traditional uses, especially when it comes to taxes, estate planning and long-term care.
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What Does Legacy Planning Mean?

November 30, 2020 •
To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.
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Jupiter, FL 33458

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