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The Art of Estate Planning Podcast

#50 Life Insurance: The Unsung Hero of Estate Planning

25 Aug 2025

Description

Life insurance might not get a lot of airtime in estate planning education … but when used well, it can completely transform the outcome for your clients and their families. In this episode, I’m sharing why I love life insurance as part of an estate planning strategy. We cover: How life insurance can be used to solve unequal gift dilemmas Why it’s a powerful tool for blended families The benefits of providing liquidity when it matters most

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