You Can Have Your Cake – and Eat It Too! – with Trusts

Currently, if the value of your estate exceeds the estate tax exemption amount available upon your death, a 40% estate tax rate is imposed. It is hard to imagine anyone who would readily give about half of their wealth to the government instead of their loved ones. Estate planning with irrevocable trusts will help your clients maximize the ability to achieve their estate planning goals while minimizing the tax consequences for them and their beneficiaries.

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Estate Planning – Irrevocable Trusts

Presented by Advanced Sales Team
Thursday, May 16
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Browse these resources for additional information, marketing and sales tools on these topics.

Survivorship Standby Trusts

Irrevocable Trusts and Life Insurance

Overview of Irrevocable Trusts