Life Insurance as an Estate Planning Tool
A life insurance policy is a valuable asset and should be integrated into any estate planning package. Life insurance policies are also an ideal asset in terms of income and estate tax-free gifting.
At the Law Offices of Kathleen Fowler, our experienced estate planning lawyers help individuals and families integrate life insurance policies into comprehensive estate planning and asset protection plans.
For our clients with taxable estates and relatively little liquidity, life insurance planning can be a creative solution to maximizing the impact and value of their estates. An appropriately structured life insurance policy can also be a useful tool for minimizing the tax burden on an estate. Contact our offices in Dennis or Wellesley today to discuss your life insurance and estate planning needs with an experienced attorney. Your initial consultation will be free.
Life Insurance Planning Can Be Complex. Experience Matters.
There are many different kinds of life insurance. The options can be confusing. Many lawyers have little or no experience in the area of life insurance planning. At the Law Offices of Kathleen Fowler, our attorneys have extensive experience with life insurance. We audit existing policies annually and help our clients make important decisions in the management of these policies. We also help our clients on Cape Cod evaluate life insurance options as part of their comprehensive estate plan. Our experience results in life insurance that provides the most low cost benefit owned in the most tax favored manner.
We can help you determine if life insurance planning is a solution that you might consider. We can help you choose insurance companies and can audit and monitor existing policies. We can offer you experienced strategic guidance in acquiring a policy, increasing or decreasing benefits and in questions of ownership and beneficiary status.
To schedule a free life insurance planning consultation, please call our offices in Dennis at 508-619-2260 or Wellesley at 781-489-3068, or send us an e-mail now for answers to your questions or to request an appointment.
