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WCI #302: Where to Store Your Money

White Coat Investor Podcast

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Can You Combine Permanent Life Insurance With a Charitable Trust?

If you have a permanent life insurance policy that pays off when you die, your remaining spouse can take that pool of money and buy another annuity with it. You've got some highly appreciated shares of an investment you'd like to sell, and you may be able to combine them with a charitable trust. Some people are just the really value asset protection and in many states, you know, maybe close to half of them.

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