Generally, the proceeds of your life insurance policy are included in your taxable estate. You can remove them by transferring ownership of the policy, but there’s a catch: If you wait too long, your…
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Monroe Moxness Berg has provided legal and financial expertise in business law, finance, mergers and acquisitions, intellectual property, franchise and distribution, estate planning, taxation, wealth preservation, real estate, land use, employment, and commercial litigation for more than 35 years.