Life insurance can shield your estate
State estate tax bills can threaten the inheritance of a home, family business or other assets.
David E. Appel, CLU, ChFC, AEP, is managing partner at Appel Insurance Advisors, Newton, Mass. Contact him at [email protected]. Aviva Sapers, CLU, ChFC, is the CEO of Sapers & Wallack, a third-generation insurance, benefits and investment management firm in Newton, Mass. Contact her at [email protected].
