An important consideration for your tax and estate planning
Regardless of whether it is a life insurance policy that you purchased years ago or brand new insurance policy, your life insurance can be used to provide and enduring legacy for you through the creation of an endowment fund on your passing. It can also provide immediate ongoing tax relief or a tax benefit to your estate, depending on what financial arrangements you choose. Speak to your financial advisor and/or your tax advisor and then begin a conversation with us. We can help set up a legacy project for you that will keep your life’s work and passion going in perpetuity.