Estate liquidity is one of the least understood
topics in today's financial world.
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Most clients don't understand the potential
for growth of their assets. |
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Most clients don't understand that, with
just home ownership and a large group policy, they have created
a potential estate tax situation. |
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Improperly titled individual life insurance
contracts can bump your client into higher estate tax bracket. |
The Estate Liquidity module helps to determine
the estate taxation that may be due upon the second death. Review
with your clients the potential need for estate liquidity based
on estimated growth of their current assets. This module will
clearly demonstrate to your clients the need for estate liquidity,
and illustrate the use of a unified credit trust and/or a life
insurance trust.
