We at Robert J. Gallagher & Associates will work closely with your attorney, CPA and your financial advisor to assure that your estate has the proper liquidity to pay potential Federal and State estate taxes upon your death.
Proper ownership of new or existing life insurance is critical on this panning processes. The ultimate goal is to have the necessary liquidity without unnecessarily adding assets to you "taxable estate".
Contact us for more information.
Products & Services Index | Contact Us | 888.697.6444
|