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Wealth Transfer Planning Through the Use of Section 6166 Election and Life Insurance The Advantages of Owning Life InsurancePlace Image Preprepared For:Valued Client & Mrs. Valued ClientPresented
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Wealth transfer planning is typically done through estate planning strategies such as wills, trusts, and gifting.
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The purpose of wealth transfer planning is to manage and distribute assets to heirs or beneficiaries in a tax-efficient manner.
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