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Southern Wealth Management

Because trust is a precious currency.™

  • Home
  • About
  • Philosophy
  • Capabilities
  • Advisors
  • M Financial Group
  • Contact
    • Dallas
    • Midland
    • New Orleans
    • San Antonio
  • Client Login
  • Blog

Daily Archives: March 15, 2021

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Dynasty Trusts

UncategorizedBy Allyson BreauxMarch 15, 2021Leave a comment

Including life insurance in Dynasty Trusts can facilitate tax-efficient growth, preservation, and renewal of trust assets over multiple generations. And there are psychological benefits too.

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