When it comes to estate planning, you will often hear the phrase “title = result.” The phrase means that the ultimate results of an estate plan will depend on how each asset in the estate is titled. If something is titled incorrectly, it will remain outside the control of the estate plan, and will likely…

Life insurance is a unique asset used to accomplish any of the following: The creation of an estate where circumstances have kept the estate owner from accumulating sufficient assets to care for his loved ones in the event of a premature death. To protect a business value due to the loss of key employees. For…

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