Finally, the questions you should ask that have been proven to lead to gifts from wealth
iMarketSmart
JANUARY 30, 2023
In this “secondary” approach, people were almost twice as likely to admit Making a false insurance claim Cheating on a tax return, or Lying about income. Do you have any life insurance policies you no longer need?” Usually this involves gifts of stocks, real estate, businesses, life insurance, or retirement accounts.
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