Webinar Date: April 21, 2021
A roundtable discussion on how insurance can be utilized as a valuable asset for estate planning purposes. Key topics include the various groupings of life insurance and how they should be held and utilized, as well as best practices for paying premiums in order to maximize gift exemptions.
Jamie McLaughlin — Partner, Aquilance
Ken Eyler — Partner & CEO, Aquilance
Paul Petterson — Director of Estate Planning, Aquilance
Contact us to view the Life Insurance Estate Planning webinar.