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Estate Planning Checklist

By Carson

Are you one of the many Americans who don’t have an estate plan? No matter how few or how many assets you have, an estate plan can help you preserve your legacy and provide clarity to your surviving family.   If you’re not sure where to begin, our estate planning checklist can help you get  …

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Is Survivorship Life Insurance Right for You?

By Mark Petersen

Published by Mark Petersen Do you own a family farm or privately held business which you would like to keep in the family? A survivorship policy works well and may be recommended to create estate tax liquidity when a significant taxable estate value is held in one or more illiquid assets. F …

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