Estate Planning is Vital for High-Net-Worth Clients

There are distinct advantages in planning over a longer period of time. So planning now, in 2019, may not only increase the likelihood of the planning working, it will also make the planning less risky and more secure.

But, due to today’s political climate, timing is key. Protecting assets for tomorrow means making intelligent financial decisions today.

What do we mean by this? The 2020 election is coming up very soon. We cannot predict the outcome of the election, however, with the current tax estate and gift tax limits being at $11.4 million per individual ($22.8 million per married couple), and this doubled exemption remaining in effect only until December 31st, 2025, individuals must act sooner rather than later to take advantage of this opportunity.

Your client has worked so hard to accumulate their wealth. We can help protect their legacy. Having the right life insurance strategy will help your client safeguard who and what they care about while creating opportunities for their wealth to go further.