You can’t avoid taxes when you pass on…but…

Estate Planning can help you give more money to your loved ones


Have you considered estate planning with life insurance? When you plan your estate, you need to consider everything from how to protect your assets right now to where they’ll go after your gone. A legally drafted Will is a good first step. However, you also want to work to minimize your taxes before you pass on which is an important element of wealth preservation and ensuring that your estate will go to your loved ones and not the tax man

Life insurance provides benefits to your estate including

Proceeds are paid out tax free

Instant liquidity

Available cash to heirs to fund immediate costs related to processing the estate

Beneficiary designation to loved ones

No probate fees

No executor fees

No legal fees