You’ve done a good job accumulating assets and establishing your financial security. These assets will funnel down to the next generation, but at what value? What will the tax consequences be? Will these assets pass directly to your intended beneficiaries, or will they be stuck in probate? What impact will it have if your spouse dies first?
Life insurance can be a very effective tax and estate solution to ensure that the value of your estate is maximised. You’ve worked hard to create this asset – take the steps to protect it. Lets discuss options to preserve your estate.
The foundation of any financial plan is recognizing that every person, individual or business owner is unique. Stan’s goal is to provide personalized solutions to each of his clients that reflect their needs, their situation and budget, and review these periodically to ensure their plans continue to measure up to their stated goals and objectives for the future.