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The most powerful wealth succession planning uses a combination of Life Insurance and Trusts.
Suitable Life Insurance | Suitable Trusts | |
1. Minimize Estate and Gift Taxes | ![]() |
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2. Avoid Internal Family Wealth Disputes | ![]() |
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3. Protect Wealth from Divorce and Business Lawsuits | ![]() |
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4. Grow Wealth with each Successive Generation | ![]() |