Estate Tax Liquidity
Planning that gives heirs the funds they need to pay estate taxes without having to liquidate valuable assets.
KNOWLEDGE HUB
Resource Library
Where our experience becomes your valuable resource.
Client Guide
Estate Planning Workbook
A comprehensive workbook to help families and their advisors conduct a review of their life insurance portfolio.
Solution Snapshot
Single Life to Survivorship
Increased fully guaranteed death benefit for a single premium, derived from the after-tax cash value of an existing policy
Solution Snapshot
Survivorship Estate Planning
Consolidate multiple policies into a higher death benefit for a zero-premium outlay
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 Tax Liquidity solutions.
Wealth and Legacy Insights from our Team
Faqs
Frequently Asked Questions
Find answers to your questions about Heirmark's life insurance solutions, underwriting process, and advisory services.
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Yes, the beneficiaries of a life insurance policy receive the death benefit as soon as a claim is processed. These funds can be earmarked to pay any estate taxes that are due. Any excess death benefit can be used at the beneficiary’s discretion.