Preserving an Estate

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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.

 

©iStockphoto.com/Catherine Yeulet

 

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This information is designed to educate and inform you of financial strategies and products currently available. As each individual’s circumstances differ, it is important to review the suitability of these concepts for your particular needs with a Qualified Financial Advisor.