Estate Planning

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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(949) 385-3688
​​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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