top of page

Estate Liquidity Strategy to Preserve Assets

A family owned precious assets that they didn’t want to sell to cover a sizable estate tax bill. Life insurance provided a liquid source of readily available funds to pay the estate tax bill. However, the family did not want to pay premiums out-of-pocket with after tax dollars and trigger gift taxes.


We designed a premium finance solution that:

  • Eliminated the out-of-pocket expense

  • Created an opportunity to keep valuable assets on their balance sheet earning a return

  • Protected the family from creditors, eliminated gift taxes and generated a large income tax deduction in the year it was implemented.

Featured Posts
Recent Posts
Search By Tags
No tags yet.
Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square
bottom of page