Wealth Transfer Planning Guide

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

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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