Asset Transfers & Estate Planning
The best way find the insurance or financial product you need is to meet with an independent agent, such as those affiliated with Liberty Assurance Group.
Send us an e-mail or call us toll free at (888) 524-4621. Please describe the nature of your inquiry and need. We'll refer you to an agent who can help.
We're open Monday through Friday from 8:00 a.m. to 6:00 p.m. (Central Time).
General Information
A good man leaveth an inheritance to his children's children: and the wealth of the sinner is laid up for the just. (Proverbs 13:22)
Probate. Wills and trusts. Estate taxes. Tax laws, now and in the future. Non-liquid assets on which your heirs might have to pay a big tax bill. Cash that your family will need after your death. And there's more, including personal decisions about who gets what.
Estate planning involves more than avoiding taxes. It's about ensuring the quality of your family's financial future after you're gone. It's about continuing the legacy of your business pursuits. It's about making your hard work count for something many years into the future.
Life insurance is often used in transferring assets to future generations. Often, life insurance is used to pay estate taxes and provide immediate cash to your heirs, but it can also be used to transfer a portion of your wealth, itself. At Liberty Assurance Group, we have worked long and hard to make sure that we have excellent life insurance products to play whatever role is required in your asset transfer and estate plan.
For More Information
For more information about asset transfer and estate solutions, visit LifeHappens.org, then click on the retirement link.
For more information about the use of life insurance in asset transfer and estate solutions, visit the Prospective Policyholder link at Midland National Life and Prudential's estate planning section.
To order a free printed copy of "Selecting the Best Estate Planning Strategies" by Protective Life, send us an e-mail or call us toll free at (888) 524-4621.
To order a free printed copy of "Financial Planning for Your Business" by Protective Life, send us an e-mail or call us toll free at (888) 524-4621.