GAC FINANCIAL & INSURANCE SERVICES
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Estate Planning

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Estate Planning​

Most people think estate planning is about setting up a living trust.  Did you know living trust does nothing to reduce or eliminate estate tax?  Living trust alone would help avoid probate in many cases but would not help reduce or eliminate estate taxes. It is wise to let the life insurance company pay the estate tax for you.  When life insurance is owned by a properly structured irrevocable life insurance trust, life insurance proceeds can avoid estate taxes upon insured's death.  It is a powerful financial tool that can help provide immediate funds to pay estate taxes, preserve family assets, wealth creation, and to make donation to your favorite charity.  The insurance premium can be very high because of high amount of insurance is needed for estate planning purpose.  By implementing our life insurance premium financing strategy, you may have a low out of pocket interest payment for a high amount of life insurance coverage instead of paying high life insurance premium.  When comparing the low out of pocket interest payment to the amount of estate taxes, it is like pennies on a dollar.  Call us for a FREE life insurance estate planning strategy consultation and start planning today.   

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(626) 757-2948​
​Brea Office:
135 South State College Blvd
Suite# 200
Brea, CA 92821​

​Temple Office:
5948 Temple City Blvd
Temple City, CA  91780

Culver Office:
300 Corporate Pointe
Suite #250
Culver City, CA 90230
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GAC Financial & Insurance Services ​
CA license # 0E05679
​
​​​Office Hours:
​Mon - Fri 9:30 to 5:30pm  
Sat: By Appointment Only
​

(626) 757-2948
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Brea Office:
​135 South State College Blvd
Suite# 200
Brea, CA 92821
​​​Culver City Office
300 Corporate Pointe,
Suite #250
​Culver City, CA 90230
Temple City Office
​5948 Temple City Blvd
Temple City, CA  91780
Raymond Lin and GAC Financial & Insurance Services Inc take no responsibility for the accuracy of the content contained herein. Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional. Indexed or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial  strength and claims paying ability of the issuer. 
Past index performance is no guarantee of future results.
CA Insurance License: 0E05679
  • Home
  • Strategies
    • Guaranteed Lifetime Income Planning
    • IRA, Annuities, and 401(k) Maximization
    • RMD Maximization
    • 401(k), 457, 403(b) and IRA Rollover
    • Principal Protection & Growth Potential Retirement Strategy
    • Charitable Gifting and Wealth Transfer
    • Life Insurance Premium Financing Strategy
    • Estate Planning
    • Selling Your Unneeded Life Insurance Policy
  • Service
    • Life Insurance Premium Financing
    • Life Settlement
    • Professional Partnership
    • Charity Support
    • Free 2nd Opinion
    • Policy Services
    • Contact My Carrier
  • Best Rates
    • Best Annuity Rates
    • Fixed Indexed Universal Life
    • Fixed Indexed Annuity
    • Bonus VS No Bonus
  • About
    • Client Testimonials
    • Refer a Friend
    • Insurance Carriers
    • Newsletter Signup
    • Privacy
  • Contact