Safeguarding your assets and ensuring the smooth transfer of your wealth to your beneficiaries requires a carefully crafted estate plan.
For those who have achieved financial success, nothing is as important as leaving a lasting legacy for your family members, a favorite charity or a foundation. Safeguarding your assets and ensuring the smooth transfer of your wealth to your beneficiaries requires a carefully crafted final estate plan – one that will include life insurance. Life insurance will play a key role in meeting estate tax obligations, allowing for family assets to remain with your heirs vs. being liquidated satisfying the cash needs of your estate.
If you are in the market for a new policy, or would like to leverage an existing policy as part of your investment strategy, please give me a call so I can answer any questions you might have.
To contact me for more information, you can view my website at the link below.
Please contact me from the info below!
KATE WILDE, CLTC
INSURANCE SPECIALIST for LONG TERM CARE, LIFE INSURANCE, ANNUITIES,
HYBRIDS, AND COMBINATION PRODUCTS