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Estate Planning Life Insurance is a tool for estate planning and a popular strategy for minimizing inheritance taxes.

Are you an entrepreneur who has built a successful business?  Do you have a family ranch or farm that you would like to pass down to the next generation?  Have you worked hard and invested well over the years? You may well have an estate tax problem.

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If you were to die today, would there be enough cash in your estate to pay the federal government for your inheritance taxes?  If not, do you want to give the assets to the government?

Marshall Young Insurance works closely with estate planning professionals such as lawyers, CPAs, and financial advisors to come up with solutions to protect what matters most to you.  For example, life insurance is one tool that can be used to help pay or minimize the amount of cash required to pay your estate taxes.

For example:

  • Create liquidity to pay estate tax and preserve your ranch or family business.
  • Provide income replacement for your family.
  • Using a life insurance trust, the proceeds can pass estate tax free to your family.
  • Leverage your generation skipping tax exempt amount and pass more to your grandchildren and more remote beneficiaries.
  • The cash value of life insurance is creditor protected.

WHAT IS ESTATE PLANNING?

It is the process of planning the

>Accumulation
>Conservation
>Distribution

of your estate in a manner which accomplishes YOUR objectives.

DEVELOPING AN ESTATE PLAN WILL ANSWER YOUR CONCERNS REGARDING HOW MUCH OF YOUR MONEY

Will go too:

>Family
>The Government
>Charity

TO DEVELOP AN ESTATE PLAN YOU MUST USE THE TOOLS SUCH AS:

Wills:

>Living Trusts
>Estate Distribution Techniques
>Estate Liquidity Methods
>Irrevocable Life Ins. Trusts

Marshall Young Insurance represents A-Rated Life Insurance Companies that are able to offer life insurance policies to meet your estate planning needs with face values ranging from one million, three million, five million, seven million, ten million and over fifteen-million-dollar life insurance policies.

At Marshall Young Insurance, we will work very closely with you and your attorney to provide the proper funding vehicles that will best meet your goals regarding the distribution of your hard-earned assets.

CALL US today at  817-645-9155 to schedule a complimentary meeting to review the ABC’s of the estate planning.

 

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