Estate Planning

We understand that affluent families and their advisors consider the life insurance portfolio to be a powerful leverage to optimize their family legacy. For many affluent families, life insurance is their single largest asset. We focus on providing innovative and effective approaches to planning, implementing and managing life insurance portfolios to produce our clients' intended results.

We work with our clients and their advisors to develop a creative and comprehensive life insurance portfolio that can:

  • Serve as a wealth-replacement vehicle to maintain a surviving family's lifestyle
  • Provide liquidity in meeting estate tax liabilities and administrative costs if an estate is composed of illiquid assets or property such as artwork and family heirlooms
  • Assist in estate equalization so that an estate is divided and distributed equitably
  • Reduce or minimize gift and estate taxes*
  • Maximize multi-generational wealth transfer

*Neither Legacy Resources Insurance Services, Inc., nor its agents, provide tax, legal, or accounting advice. Please consult your tax, legal, or accounting professional before making any decisions.