I have three questions for you:
- Did you know there is a financial tool called life insurance that can leave a known death benefit that doesn't depend on stock market performance?
- Did you know that life insurance is often used for estate liquidity planning since death benefit proceeds are generally income tax free and can be used to pay estate settlement costs?
- Did you know with proper planning death benefit proceeds can be structured to pay outside the probate process and also avoid federal estate taxes?
For more information on how these potential solutions using life insurance can work for your situation, please contact us.