The estate planning process is intended to help you manage and preserve your assets while you're alive and so you can prepare for the proper distribution after your death in accordance with your goals. Having a life insurance policy as an element of your estate plan, such as in conjunction with the protection of a will or a living trust, can be an effective way to transfer wealth to your heirs.
In this episode of Money Script Monday, Laurence reveals how life insurance can help provide funds to pay estate taxes and be an effective way to transfer wealth to your beneficiaries.
Resources Provided for This Episode
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