Often times after a business owner sells and retires from the business, they have more assets than they need to fund their retirement. This usually results in “trapped” money in a holding company that is left to accumulate and eventually passes to their heirs through their estate.
Join Joshua Lane and Joël Campagna as they discuss the many tax efficient ways to maximize the use of these funds and unlock “trapped money” through implementing life insurance and other estate planning strategies. A few notable topics to be discussed are:
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