Legacy Planning

Posted in Legacy Planning. Hits: 12862

For clients desiring that their wealth should benefit others



Trust Fund arrangements do not have to be complicated



If you expect to pay estate taxes to your State or the Federal government, Irrevocable Life Insurance Trusts (ILIT's) are a common solution.



If your parents need help in planning their legacy here are some specific points to talk with them about.

What does legacy planning address?

  • Articulate your wishes
  • Project estate tax
  • Develop estate plan
  • Implement