In this year’s third edition of INFOexchange, you’ll read:
✔️ Message from CALU’s Chair of the Board of Directors for 2025-2026, Sterling Rempel
✔️ Advocacy update from the Chair of the Tax Policy and Advocacy Committee, Melanie Weinberg
✔️ Expert article on “Unlocking probate efficiency: Life insurance and the multiple will strategy” by Lucas Gareri
✔️ Expert article on “Joint second-to-die insurance with fund value benefit on first death” by Kevin Wark
(Members only)
