Whether you’re a new parent or you’ve simply put things off, this information isequally important. When planning for the unexpected, it’s better late than never.
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The joy of being a parent can sometimes be overshadowed by anxious thoughts: “If something were to happen to me and my spouse, what would happen to our children? Would they be taken care of? And who would look after them?” Planning for the unexpected is important!
This guide will help to provide a clearer understanding of estate planning — from basic tools to sophisticated planning techniques. By using this guide and working with your advisors to implement planning options, you’ll be well on your way to preserving the estate you’ve worked so hard to build.
Dividing your asset equally amount heirs can be difficult. Deciding what and how much to leave will be two of your main considerations as you develop your estate plan. This document outlines a strategy to distribute assets fairly and equitably.
Challenge: Find an estate planning protection solution for you and your spouse that also meets your needs during your lifetime. You’re also concerned about using an irrevocable solution that can’t be changed.
Solution: A Survivorship Standby Trust (SST) funded with survivorship life insurance