Wealth Management Issue

Distribution of Estate

Possible Objectives or Goals for this Topic

Distribution of Estate

  • Exercising Portability, if married. 
  • Utilizing Gift tax exclusion to reduce estate and tax footprint
  • Structuring Life Insurance Policies to maximize estate transfer and reduce taxes. 
  • Building a distribution plan 10, 5, and 1 year before passing. 
  • Creating a Will and Trust
  • Determine and establish either a Transparency Trust of Protector Trust. 
  • Factoring in Charitable gifting strategies to reduce estate, improve passive income and reduce potential estate taxes. 

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Send a inquiry to your Advisor to begin a conversation regarding any of the topics above.