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Leave your assets to your family, not to the government in taxes

You worked your whole life to provide for your family, grow your business and build your assets for your retirement and your legacy. We will work with you to plan what you want to have happen with each asset, to minimize taxes and provide the cash to pay your estate taxes to make it all happen.

The Government tax rules say, when you pass away everything you own can roll over to your spouse tax-free. When the second spouse passes away then everything is subject to tax before it goes to your family. Improper planning and execution can cause double taxation on your assets. We all pay a high amount of taxes already; can you imagine paying double tax on your assets at death? What would be left for your family?

Are you in a second relationship? Everything is completely different and even more complicated. You must plan now, or your children could end up with nothing.

Tax rules state, money that would normally go to the government in taxes can be used to pay life insurance premiums instead. Let's think about that… The Government is going to tax your estate. They will allow you to use today's tax money to pay life insurance premiums, and then use the life insurance to pay your estate taxes. That is a win, win!

Our custom designed insurance will use your tax money to provide your family the tax-free cash to pay your estate taxes. In the meantime, before you die you can use the money to grow your wealth. That is definitely a win, win! Isn't it time, for you to have a win, win?

Take the next step, call or email us today for a no obligation conversation.

Take the next step, call or email us today for a no obligation conversation.

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