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Subject: Insurance & Risk Management What are the advantages and disadvantages of life insurance in estate preservation? How are annuities useful in estate planning? How

Subject: Insurance & Risk Management

What are the advantages and disadvantages of life insurance in estate preservation? How are annuities useful in estate planning? How else would you advocate estate planning for transferring the majority of assets while minimizing taxation to heirs? What are the risks associated with early transfers of wealth?

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