Safeguarding your assets and ensuring the smooth transfer of your wealth to your beneficiaries requires a carefully crafted estate plan.
For those who have achieved financial success, nothing is as important as leaving a lasting legacy for your family members, a favorite charity or a foundation. Safeguarding your assets and ensuring the smooth transfer of your wealth to your beneficiaries requires a carefully crafted final estate plan – one that will include life insurance. Life insurance will play a key role in meeting estate tax obligations, allowing for family assets to remain with your heirs vs. being liquidated satisfying the cash needs of your estate.
If you are in the market for a new policy, or would like to leverage an existing policy as part of your investment strategy, please give us a call so we can answer any questions you might have.
Please contact me from the info below!
Vincent De Santis, CLTC
Long Term Care Planning Specialist
NY State Partnership Certified
http://www.ltcsolutionsbyvince.com
http://www.linkedin.com/in/vincedesantis
DeSantis.puravida@gmail.com
