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
Meet a Modern Woodmen representative in your community and begin to explore how shared values can work for you.
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Additional products and services
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Term life insurance
Term life insurance provides low-cost protection and peace of mind for a certain period of time. While permanent protection is an important part of an overall life insurance plan, term insurance can protect you by helping to cover temporary needs, such as helping to pay off your mortgage or other debt. This can be an affordable way to help make sure your dreams and goals are protected.Learn more
Chapter activities in communities across the nation provide opportunities for members of all ages to volunteer, socialize and learn. Chapters also raise funds for local causes.