ESTATE PLANNING
Multi-Gen
Multi-Gen allows you to provide an estate plan solution for your children and grand children while they are young and healthy. Before they recieve their inheritance. Multi-Gen may also reduce your estate exposure.
Why Multi-Gen
Multi-Gen is an inter-generational strategy for individuals with a "rated" or uninsurable status. This strategy allows you to put a highly effective estate plan in place of your beneficiaries, at a fraction of the cost. You insure your beneficiaries, allowing bank financing to provide the cash for the premium. Whether you've got a property portfolio, or a privately held family business; Multi-Gen gives you a cost effective alternative to preserve the family legacy.Value Provided- Protects the estate plan over multiple generations at a fraction of the cost.
- Client maintains control of their assets and earnings.
- Using financing has the potential to reduce your taxable estate.
- Net worth greater that $25m.
- You are "rated" or uninsurable.
- Able to obtain insurance on your children or grandchildren who are in good health.
- Children or grandchildren have estate tax exposure.
- Ability to pledge collateral.
Client Testimonial
Hear from our Multi-Gen client.
Estate Planning Comparisons
Compare Estate Planning offerings to see which strategy is best for you.
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