Succession Planning – What is Succession Planning? 2

Succession Planning
The estate is everything a person possesses, both as an individual and a member of society, before it is distributed to the beneficiaries.
A trust fund can also serve as the beneficiary for life policies or retirement plans. In this case, the trust contains specific instructions for compliance. This way, the policy and/or plan becomes part of the estate.
Our experience in life insurance enables us to provide our customers with confidential, private consultations on how to use life insurance in succession planning.
Includes Avoids Foresees
Disability. Delays in transfer of estate. Estate distribution plan including a few generations.
Unexpected death.
Taxes. Public court litigations. Liquidity for short-term expenses.
Legal battles. Free choice of beneficiaries.