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THE PROBLEM

The problem is that most estates are not liquid enough. Many estates were affected by the recent market conditions. Estate taxes are due nine months after the death of the second spouse. For some individuals, financing life insurance premiums can be a integral part of the prudent estate planning process.


 

 
 

To request a Feasibility Study, please contact a licensed professional in your area.
If you do not have the name of a licensed professional,
call 1-800-277-8201 or click here to obtain a referral.

 
 

Professional Planning Team, LLC does not provide tax or legal advice.
It is important to coordinate with your tax or legal advisor regarding your specific situation.
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