April 13, 2021

Leveraging Gifts with Life Insurance

Leveraging Gifts with Life Insurance

The Belle Curve by Blair duQuesnay

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"If done correctly, the life insurance policy pays out a death benefit that is tax free to their children and passes outside of the estate, avoiding estate tax as well. At no out of pocket expense, this family has leveraged ‘small’ annual gifts to provide a legacy to the grandchildren." - Blair duQuesnay


For more visit: The Belle Curve


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