A powerful tool for exploring potential estate planning opportunities, our Estate Tax & Liquidity Analysis program compares your current plan to other planning options.
Whether you are utilizing a Family Trust, Charitable Trust, Family Partnership or Life Insurance Trust, this program demonstrates the current and future impact of your planning.
Life Insurance is a popular method for creating estate liquidity. Our Estate Tax & Liquidity Analysis program provides:
- An analysis of your current policies
- A financial viability report for your insurer
- Recommendations consistent with your estate plan
- We recommend that you also work with your attorney and/or tax advisor.