EPISODE · Nov 23, 2022 · 43 MIN
The Retirement Clinic-11-5-22 – Factors in Estate Planning
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Aaron Kowal and Mark Andringa of CMH Law discuss making financial decisions before facing the cognitive decline that comes with age, emphasize succession planning for business owners, and share insight into irrevocable life insurance trusts as an option to reduce estate tax consequences.
What this episode covers
Aaron Kowal and Mark Andringa of CMH Law discuss making financial decisions before facing the cognitive decline that comes with age, emphasize succession planning for business owners, and share insight into irrevocable life insurance trusts as an option to reduce estate tax consequences.
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The Retirement Clinic-11-5-22 – Factors in Estate Planning
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