Dukes Financial
There are many strategies and tools that can be utilized to help safeguard your wealth and make sure it is effectively transferred. A variety of legal documents, such as wills, revocable living trusts, powers of attorney, and advanced medical documents are beneficial to the legacy planning process. Life insurance, both term and cash value, is another valuable tool to consider because it can be designed to serve several different functions. Life insurance policies can help address the financial harm caused by unexpected sudden deaths of parents of minor children, minimize the wealth destruction of families who may need advanced estate taxation avoidance, or possibly even work as alternative savings or wealth generation tools.
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- Income Planning
- Insurance Solutions
- Legacy Planning
- Life Insurance
- Long Term Care
- Retirement Planning
- Social Security Maximization
- Tax Planning
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