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Estate planning as the truly wealthy do


Friday, November 24, 2006

Offshore Life Insurance in Wealth Preservation Strategies

Estate planning. Techniques that minimize or eliminate the income tax drag while falling within gift and estate tax exemptions are valuable to those seeking to preserve inter-generational wealth. For truly long-term accumulation, access and management, transfers in trust of liquid assets subsequently moved into the tax protection of a life insurance policy represent a superior alternative. Read more...

posted by Charles Monat Associates at 11:38 AM


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