Estate Equalization
Planning that equalizes an estate for children who will not inherit valuable assets or the family business.
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Solution Snapshot
Wealth Transfer
Estate planning via a newly established trust to pass her wealth to her 6 children at $1M each
Solution Snapshot
Optimizing the Lifetime Gift Tax Exemption
Gift part of the lifetime gift tax exemption amount into a trust to fund premium payments, removing the funds from the taxable estate, and equalizing the estate for children who do not participate in the family business using discounted dollars via premium payments.
Candidates
Solutions are not one size fits all. For every planning technique, there are determining factors that illustrate whether the technique will fit the planning for an individual or family. Outlined below are ideal candidates who might benefit from exploring Estate Equalization solutions.
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Life insurance can be structured for estate equalization purposes to create an inheritance for children who do not participate in the family business.