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" Some life insurance might be estate tax-free if properly established and managed under a life insurance trust, according to our Certified Tax Specialists and Financial Advisor Houston. We can assist you in determining whether or not this customized tool would be a good match for your overall retirement and estate plans. A free consultation is the first step. "

Retirement Planning


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Retirement Planning quote : Some life insurance might be estate tax-free if properly established and managed under a life insurance trust, according to our Certified Tax Specialists and Financial Advisor Houston. We can assist you in determining whether or not this customized tool would be a good match for your overall retirement and estate plans. A free consultation is the first step.