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Even a small life insurance policy can help your beneficiary or executor to pay for funeral expenses.

Want to donate to charity? Consider donating through your financial plan and save more in taxes!

Reduce estate taxes with permanent life insurance that require no medical exams or health questions!

Six steps to discuss wealth transfer with your adult children without disrupting family harmony. Get the convo going!

Does the thought of estate planning feel overwhelming and stressful? Are you looking to set up your estate in an easy, transparent, cost-eff

Thank you April for joining me to participate in the Greenfeld Interview Series. I am curious to learn more about the services your firm,...