Family Enterprises
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Estate planning is more than just wealth, its about ideologies, values, belief systems, charitable causes, family harmony, and more.
Life insurance is a major component to your estate planning as it can be used to fund all of those above family goals.
Business Owners
Professional Corporations
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Life insurance is a vital part of any estate plan, especially if a business is involved. Life insurance can be useful for your estate distribution and equalization or to prepay the tax owing for those who receive the assets.
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Life insurance provides cash for those loved ones or causes you cared about so deeply during your practice. Using life insurance as a tool in estate planning can preserve your hard-earned capital and carry out the wishes of your estate.
Estate Planning
Business • Family • Ownership
Start Up • Growing • Mature
Just Incorporated • Established • Retiring