Jeff Altman discusses maximizing a legacy: The Role of life insurance in Estate Planning Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jeff-altman-president-of-altman-advisory-group-legacy-planning/ Legacy planning is a critical component of financial planning that involves preparing in advance to transfer wealth to future generations and potentially beyond. Jeff Altman stressed the importance of legacy planning to ensure individuals can pass on their hard-earned assets to their heirs in a strategic and tax-efficient manner. One key point highlighted in the episode is the importance of making early decisions regarding the…
Day: July 22, 2024
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