Life Insurance HQ The Podcast

Estate Planning with Life Insurance: How to Protect Your Assets for High Net Worth Individuals

May 04, 2022 Hosted By: Jason Mericle Season 1 Episode 16
Estate Planning with Life Insurance: How to Protect Your Assets for High Net Worth Individuals
Life Insurance HQ The Podcast
More Info
Life Insurance HQ The Podcast
Estate Planning with Life Insurance: How to Protect Your Assets for High Net Worth Individuals
May 04, 2022 Season 1 Episode 16
Hosted By: Jason Mericle

No one likes to think about their own death, much less plan for it. But if you have a high net worth, estate planning is something you shouldn't ignore. 

Without a solid estate plan in place, your loved ones could be faced with a significant tax bill upon your death. That's why it's so important to start planning now.

One way to help protect your loved ones and minimize the estate tax burden is by using life insurance. With life insurance, the proceeds from your policy can be used to help pay the estate tax.

Show Notes

No one likes to think about their own death, much less plan for it. But if you have a high net worth, estate planning is something you shouldn't ignore. 

Without a solid estate plan in place, your loved ones could be faced with a significant tax bill upon your death. That's why it's so important to start planning now.

One way to help protect your loved ones and minimize the estate tax burden is by using life insurance. With life insurance, the proceeds from your policy can be used to help pay the estate tax.