Life insurance is a vital part of an effective estate plan. Most people equate it specifically to paying estate taxes, but there are so many other uses where the economics of life insurance can provide for clients in achieving their objectives. It is important to consistently review the portfolio and to evaluate its structure as it relates to life and tax law changes.
Foundational Planning Group will work closely with your team to ensure that any current and future life insurance is properly constructed and will enhance the legacy created through the estate plan.