Strategies

Estate Equalization
Income Replacement
Debt Protection
Key Person
Buy-Sell / Shareholders’ Agreement
Inheritance tax

Understanding inheritance tax laws is essential when planning your estate, especially in countries where these taxes can place a heavy burden on your loved ones. Life insurance offers a smart solution by providing immediate funds to help cover these costs. In regions with high inheritance taxes, a well structured life insurance policy can ease the transfer of wealth and protect your heirs from financial stress.

Estate Tax Liability in the USA
Charitable Interest
Concentrated Risk

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