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Erika Laguna

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We share insights and information on taxation, life insurance, and regulations that affect wealth preservation, succession and legacy planning.

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Recent Posts

Diligent estate planning starts with finding common ground between generations. August 25, 2023
Before Surrendering Life Insurance, Consider the Secondary Market. July 13, 2023
Using Life Insurance to Pay for Hidden Taxes June 12, 2023
Using Life Insurance for Charitable Giving April 28, 2023
Help Your Wealthy Clients Prepare for Estate Tax Law Changes April 3, 2023

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