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Jun 15, 2020 | Tony Maiorino and Abby Kassar
Estate planning Special report
Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.
“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”
Exploring the topic of prescribed rate loan planning and why it may be a timely approach for some families.