Wealth Transfer Planning Guide

Get your copy of the new Wealth Transfer Planning Guide to share with your clients

The Wealth Transfer Planning Guide includes information on the need for liquidity, the Irrevocable Life Insurance Trust (ILIT) as a solution, the importance of protection through flexibility, and a list of considerations to be aware of.

The guide will help your clients consider what a well-designed estate plan may accomplish:

  • Minimize federal and state transfer taxes

  • Protect property from potential creditors

  • Assure assets and property end up in the right hands

  • Avoid family strife / fighting over the estate