Sentences with phrase «estate planning objectives»

Life insurance can be used to help provide money to meet estate planning objectives.

Because the federal estate tax imposes a lump sum obligation upon by the estate that is payable within 9 months of the date of death, a huge estate planning objective has been to avoid it at all costs.

Specific estate planning objectives in addition to preparing a distribution plan for estate assets, may include some additional planning to accommodate issues such as:

Specific estate planning objectives in addition to preparing a distribution plan for estate assets, may include some additional planning to accommodate issues such as:

Because the federal estate tax imposes a lump sum obligation upon by the estate that is payable within 9 months of the date of death, a huge estate planning objective has been to avoid it at all costs.

The goal of planned giving is to combine your philanthropic goals with your estate planning objectives and attain both.

All that said, I think you also need to consider your estate planning objectives.

In additional, Minnesota Life is currently offering both an attractive whole life accumulator policy and an exceptional indexed universal life policy, both of which offer flexibility to accommodate the kinds of wealth building and estate planning objectives that we value.

Our wills, trusts and estate law lawyers have deep experience in creating personalized cost - effective strategies to achieve your wealth transfer and estate planning objectives.

The Michigan Law Center is dedicated to helping their valued clients meet all of their estate planning objectives.

In addition to offering an attractive whole life accumulator policy, Minnesota Life has put together an exceptional set of indexed universal life policy options that offer flexibility to accommodate the kinds of wealth building and estate planning objectives that we value.