Strategies

Estate Planning

Leave a legacy, not taxes to pay.

Assigning next-in-line ownership to your possessions is stressful. Deciding who gets the cars, the house, the heirlooms and the rest of your estate can create tension and strain a family’s dynamic. Despite the weighted choices involved, estate planning is an important and necessary duty of the family patriarch or matriarch.

The last thing you should worry about while making difficult inheritance decisions is burdening your family with taxes. You want to leave your loved ones with your estate, not high-cost estate taxes to pay to the government. Prestige Estate Planning from Cool Springs Financial can be used to finance the cost of these taxes, so your family and friends will not have to pay them. They will get all of their inheritance, what is rightfully theirs.

The last thing you should worry about while making difficult inheritance decisions is burdening your family with taxes.

The Prestige Estate Planning Strategy is uniquely financed to offer you benefits you won’t get with any plan like it. Tax-free withdrawals and no premium checks required from you are a few of the ways we make it easy on your end. These benefits extend to your family as well. Because we tie our cash value crediting methodology to market gains, there’s huge upside potential for your benefactors to receive even more money than just covering the estate taxes. Decreasing market returns halt at 0%, so you can rest easy knowing that your family will be taken care of no matter what.

Planning an inheritance is stressful enough. Ensure that your family doesn’t have to worry about paying any taxes on their inheritance by financing your money with The Prestige Strategy.

Protect your family

Protect your family

Decreasing market returns halt at 0%

Retirement

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