Asset Protection

Vintage Bank Vault
bmward_2000 / Foter / CC BY-NC

As with any estate plan that is designed to pass your financial legacy on to your heirs, all techniques aim to protect assets.  Whether the designs use Wills or Trusts, many estates are created with real property, semi-liquid holdings, and personal property.  Sometimes, however, the estates need immediate cash to pay the income taxes of estate before it is distributed.

Your tax advisor can team up with our experts to customize an Life Insurance or Annuity solution to have immediate cash available to protect the assets from possible tax consequences.

Contact us today to schedule a Free consultation with one of our experienced advisors.


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