Eden a life insurance policy doesn’t necessarily need to be owned by a trust, but I frequently advise clients to make a trust the beneficiary of a life insurance policy to have additional protections on that money. #EstatePlanning #LivingTrust #chomp #FillThatBucket #Pevney #financialfreedom #orangecounty | Pevney Estate Planning
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Eden a life insurance policy doesn’t necessarily need to be owned by a trust, but I frequently advise clients to make a trust the beneficiary of a life insurance policy to have
Pevney Estate Planning. . Eden a life insurance policy doesn’t necessarily need to be owned by a trust, but I frequently advise clients to make a trust the beneficiary of a life insurance policy to have additional protections on that money. #EstatePlanning #LivingTrust #chomp #FillThatBucket #Pevney #financialfreedom #orangecounty
1.3K viewsMay 7, 2024
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