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Using Life Insurance to Pay Estate Taxes

Many loopholes exist to allow high-net-worth individuals to avoid estate taxes. However, if any portion of your estate is subject to Federal and State estate taxes, your heirs could owe the IRS anywhere from 18% to 40% of the… Read More about Using Life Insurance to Pay Estate Taxes >

Published August 1, 2022

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Registered Representative of, and Securities and Investment Advisory services are offered through Hornor, Townsend & Kent, LLC, (HTK), Registered Investment Advisor, Member FINRA/SIPC, 600 Dresher Road • Horsham, PA • 19044 • (800) 873-7637.

J&G Associates and other listed entities are unaffiliated with HTK unless otherwise noted. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. The views expressed are those of the presenting party and may not represent the views of HTK or its affiliates.

Our representatives are licensed to offer insurance and security products in our resident state of NY, in addition to many other states. For additional licensing information please contact our office. This is not an offer or solicitation in any state(s) where not properly licensed and/or registered. For registration or licensing information, please contact me at my office at 102 Motor Parkway, Suite 550, Hauppauge, NY 11788, (631) 777-7585. CA insurance license 0C86774.

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