MEMBER FORUM HIGHLIGHT -- Insurance Policy Proceeds

entities life insurance Mar 16, 2022

Q: I recently received the proceeds from an insurance policy – which entity should I use to hold the money: an LLC, estate account, or my personal account? 

A: As is often the case, the answer here is “it depends.”  It is most dependent on your wealth strategy, which you can formulate by leveraging the Wealth.GPS system to analyze, model and adjust your financial data. 


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