Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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Many older people think it's too late for life insurance. Actually, life insurance can be part of a sound financial strategy for people in their 60s and 70s as well.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.