Life Insurance Analysis

From Legacy Moment eNewsletter (08/27/2010) Please join us for future issues, delivered via email each Friday. Though the purpose of most succession plans may be transferring ownership of the operation during the owner’s lifetime, many owners, for various reasons, maintain some level of ownership until death. If this is the case in your family, planning to transfer an ownership interest held at death means the transfer must also achieve other goals, including minimizing the e...

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