ARTICLE
14 April 2023

Life Insurance In Estate Planning (Podcast)

VW
Duggan Bertsch
Contributor
Duggan Bertsch is a team of experienced attorneys with extensive backgrounds in business, estate planning, litigation, and tax. We focus on relationships and view ourselves as strategic partners with our clients. We live by our core values of people, excellence, service, community, innovation, wellness, accountability, industry forefront, diversity, and integrity.
There are many types of life insurance and many reasons people buy life insurance policies.
United States Family and Matrimonial
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There are many types of life insurance and many reasons people buy life insurance policies. According to today's guest, life insurance is an underutilized tool in estate planning. Listen in as our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, and Eryka Morehead, President and CEO of Collaborative Planning Group, Inc discuss everything from the basic types and reasons to buy life insurance to more complex circumstances like business owners, agriculture, estate tax reduction strategy and more.

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The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

ARTICLE
14 April 2023

Life Insurance In Estate Planning (Podcast)

United States Family and Matrimonial
Contributor
Duggan Bertsch is a team of experienced attorneys with extensive backgrounds in business, estate planning, litigation, and tax. We focus on relationships and view ourselves as strategic partners with our clients. We live by our core values of people, excellence, service, community, innovation, wellness, accountability, industry forefront, diversity, and integrity.
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