Advanced Planning: Using life insurance to reduce taxes for your children and grandchildren

Topics:

• Using life insurance to pay taxes on retirement accounts at death
• Having life insurance gives you the ability to spend your money guilt free because it guarantees an inheritance to your children and grandchildren
• Using life insurance to pay long term care expenses

Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)

 

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