Sentences with phrase «large estate tax burden»

Not exact matches

For example, a modest estate might require only a simple will, while larger estates concerned with potential estate tax burdens require a more sophisticated strategy such as a trust.

Having a life insurance policy in place can help to alleviate the burden on heirs of paying estate taxes, while providing a larger percentage of the actual estate to pass on to loved ones.

If you have a large estate and / or have a heavy debt burden, a life insurance policy can make sure your family will have the money available to pay off any estate taxes or debt left behind.