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Re: life insurance portability



https://www.jpmorgan.com/insights/wealth-planning/estate-planning/when-does-it-make-sense-for-a-trust-to-own-your-life-insurance-policy

This suggests changing the life insurance beneficiary to the trust.  I
could do that, but it may make getting the moneys a bit more complicated
for you upon my death.  It may be easier to just keep you as the
beneficiary.




Why do you want this page removed?