The Connelly case may be one of the more consequential we have seen for estate planning and company-owned life insurance in decades. Please read this and contact us to let us help you determine the best solutions for business owners you may know. Click the image below to learn more and contact us using our contact form below. You may schedule an appointment with us through our contact form as well.
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This information is intended solely for information and education and is not intended for use as legal or tax advice. Reference herein to any specific tax or other planning strategy, process, product or service does not constitute promotion, endorsement or recommendation. Persons should consult with their own legal or tax advisors for specific legal or tax advice.
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