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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Whole life insurance
Whole life insurance helps protect your loved ones, providing tax-free money when you die, not just if you die during a specified time period. You can get peace of mind, knowing that your family is protected, and you can take advantage of cash value and other living benefits to help you plan ahead – no matter what life brings.