Estate Tax Life Insurance
At Trusted Union, our insurance professionals are intimately aware that most of our Private Client customers work very hard to accumulate wealth and assets during their lifetime, and the last thing they want is to have their surviving loved ones exposed to significance inheritance taxes because of the size of the estate.
If you believe that your estate will be subject to inheritance taxes when you die, you can set up a life insurance policy that would be designated to pay the tax liability for your survivors. To make certain that the life insurance proceeds are not included in the estate, it is important that the policy will be written in trust.
This may is a complicated area of estate planning, and we are able to refer you to a reputable and experienced estate planning specialist who can help a structure this for your particular situation.
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You will then be contacted by an independent insurance broker who will then discuss further your specific requirements.