You can avoid conflict, shorten delays and reduce expenses during estate planning.
We recommend determining the value of your estate by adding up the total value of your existing assets and comparing it to the combined and estate gift tax applicable exclusion amount.
If need be, steps can be taken to reduce the amount of your taxable estate through the use of trusts, gifting and other techniques.
What would your family need to liquidate in order to pay estate taxes and other settlement costs?
Proper planning can help provide for the needs of your loved ones and liquidity (cash) needs. Achieve peace of mind and protect what you have worked hard to accumulate.
Your financial representative
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Additional products and services
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Universal life insurance
Universal life insurance is a kind of permanent life insurance coverage that provides flexible protection and cash accumulation that you can adjust as your needs change.Learn more