Preserving Your Estate

Preserving Your Estate

What is estate preservation? Estate preservation entails using tax strategies to protect as much of your estate as possible from income tax and other costs when you and your spouse…

Preserving Your Estate

What is estate preservation? Estate preservation entails using tax strategies to protect as much of your estate as possible from income tax and other costs when you and your spouse…

Being an Executor

What is an executor? The executor is the person who administers the estate (assets, debts and possessions) of a deceased person according to their will, or according to law if…

Estate Bonds

Estate Bonds

What is an estate bond? The “estate bond” concept or strategy is the use of life insurance to preserve and accumulate wealth and defer taxes and thus increase the value…