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Orange City Estate Planning Blog

What is the Purpose of an ILIT?

Life insurance is a sophisticated financial product, with as many variations and permutations as there are creative insurance companies (there are many) and creative insurance planners (there are even more).

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What Should I Know Before Starting Social Security?

Since you began working, Social Security has recorded your reported earnings under your name and Social Security number. Social Security updates your record each time your employer (or you, if you’re self-employed) report your earnings. Your earnings determine your benefit amount.

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