FL 33647
ph: 813-333-1615
gsinsura
Many of us think of leaving life insurance to our heirs examples would be our spouse or our children. There are improved forms of life insurance that can be used and would benefit a Philanthropic group. The advantages include the transfer of funds; which happens quickly, it’s a very private process that is outside of probate, very simple and cost free way of assigning ownership to and naming a beneficiary.
Using a new life insurance policy is a great way to take advantage of the tax savings from the use of the deduction, this takes the step of removing the death benefit from the taxable estate this reduces future estate tax liability. *Note always consult a professional before making tax and estate decisions.
If you are unable to donate other money life insurance makes the perfect gift and an easy solution. Your greatest reward is being able to offer a much larger gift than you thought possible. You also may be able to improve your cash flow and take advantage of tax savings for more information please call Gayle Santonelli (813)333-1615 or gsinsurancesolutions@yahoo.com.
Are you interested in having a speaker at a meeting to discuss wealth preservation? Call (813)333-1615
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FL 33647
ph: 813-333-1615
gsinsura