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Gary F. Heuer, FICS
Gary F. Heuer, FICS
in Annual MeetingAug 13, 2019

Estate planning isn't dead – it's tax planning

Heuer discusses how life insurance can play an important, tax-efficient role in estate planning. Many advisors think that estate planning is no longer a hot topic, but with recent tax law changes, there is a good reason to help clients, especially those with large 401(k)s or IRAs.
Retirement planning
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Author(s):

Gary F. Heuer, FICS

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