Estate Analysis Life Insurance Planning

Estate Analysis & Planning

With the right estate plan in place, your money is managed in a way that allows you to take full advantage of opportunities now like life insurance, annuities and long term care insurance to reduce your liabilities, increase your giving, and preserve as much of your estate as possible for your family and heirs. We can work with you, your attorney, your accountant and your investment advisor in order to create a strategy that works best for you.

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What your plan will achieve - Your objectives in creating an estate plan using life insurance, annuities and long term care insurance should be to :

Avoid unnecessary probate costs
Create liquidity to pay debts, estate settlement administrative costs, and other expenses that occur at your death
Reduce taxes - now and after your death
Ensure that you have all the documents needed to dispose of your estate in the way you wish - wills, real estate deeds, trust agreements, etc.

What your plan might include After a thorough confidential interview is completed, we will work with you and your team of advisors to suggest and evaluate options available to meet your objectives. Your plan will help make the best use of your money now, provide funds for your retirement, and provide a legacy for your heirs. Your plan may include the following parts:

Life Insurance - to provide liquidity for final expenses and make other aspects of your plan possible
Lifetime gifts - to reduce taxes and enable you to see your recipient's appreciation
Trusts - to ensure that your intent is carried out in private ( wills are made public ) - during your lifetime or after your death

Invest time now - Developing a sound estate plan can be complicated, but is an important step in caring for the financial wellness and security of yourself and your family.

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The information provided is not written or intended as tax or legal advice. Our representatives are not authorized to give tax or legal advice. Individuals and business owners are encouraged to seek professional advice from their own tax or legal counsel.