Sentences with phrase «maximize wealth preservation»
We can create and design personalized wills, trusts, advanced medical directives, and other estate planning documents to maximize wealth preservation for you and your beneficiaries.
https://martinwrenlaw.com/ Not exact matches
I know it is front loaded with fees, but if it is set up the right way to maximize cash value and minimize the death benefit (the agent takes a 70 % + hair cut on thier commission) it seems like a great wealth preservation and tax efficiency vehicle.