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Insurance for Estate Planning

We focus on providing innovative and effective approaches to planning, implementing, and managing life insurance portfolios to produce our clients' intended results and optimize their family legacy.
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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.

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  • Provide liquidity in meeting estate tax liabilities and administrative costs if an estate is composed of illiquid assets or property such as real estate, artwork and family heirlooms.

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  • Assist in estate equalization so that an estate is divided and distributed equitably.

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  • Reduce or minimize gift and estate taxes.*

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  • 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.

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