Avoiding the Inheritance Tax Trap

Did you know that all of the assets you've worked hard to build over time including your paid off house and rental properties will be subject to tax when transferring to your beneficiaries after you've been laid to rest?

Do you know that when your children or beneficiaries are inheriting those assets they could end up receiving much less than you'd intended or even be forced to sell just to pay the tax bill?

For example, if the total capital gains on your assets are $2million by the time you've gone to rest, your beneficiaries could end up with a $300,000 tax bill. And if they don't have that cash sitting around, they may be forced to sell some assets under under duress.

Life insurance policies can be used to minimize your tax liabilities and ensure that your beneficiaries are receiving the maximum inheritance possible. Remember, never pay more taxes than you are obligated to.

Connect with me today for a free no obligation meeting to learn more

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