Liquidity Planning

As part of the estate planning process, we analyze various life insurance options as part of the Family Wealth Transfer Plan. The use of life insurance is often considered when wealth is concentrated in illiquid assets such as real estate, privately owned businesses and restricted concentrated stock positions. In addition, life insurance can be instrumental in providing liquidity for closely held business owners in shareholder buy-sell arrangements. We assist in analyzing options in structuring the proper way to own and purchase life insurance for the various risks insured.

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