Smart Wealth Planning: Norton Advisory Group's Basis Shifting.

The Norton Advisory Group helps clients navigate the strategy of basis shifting using life insurance, which optimizes tax advantages. The firm provides insights into this strategy, enabling clients to potentially reduce their taxes on inherited assets. With Norton Advisory Group, you can make informed decisions for tax-efficient wealth transfer strategies by using life insurance to shift asset bases.

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My lovely blank newsletter | Smore Newsletters

My lovely blank newsletter - December 29th, 2023 by Norton Advisory Group | This newsletter was created with Smore, an online tool for creating beautiful newsletters for educators, nonprofits, businesses and more