At Fellows & Quenzer LLC we know that one of the most effective estate planning tools is insurance. The proper use of life insurance can be a good way to leverage current assets and protect against risk. The careful application of insurance can assure that a trust is fully funded or allow for the effortless succession of your small business.
Estate planning applications of life insurance include:
- planning for payment of estate taxes
- succession planning for family or closely held businesses
- replacing family wealth - when funds have been diverted for charitable causes; life insurance policies can fund wealth replacement trusts
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