Estate Equalization
Planning that equalizes an estate for children who will not inherit valuable assets or the family business.
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Advisor Guide
Insurance Discussion Prompts: Long-Term Planning
Insurance discussion prompts to begin a meaningful client conversation about long-term planning.
Advisor Guide
Insurance Discussion Prompts: Estate Equalization
Insurance discussion prompts to begin a meaningful client conversation about estate equalization.
Solution Snapshot
Wealth Transfer
Estate planning via a newly established trust to pass her wealth to her 6 children at $1M each
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.
Wealth and Legacy Insights from our Team
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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.