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Why Trust Ownership Could Be the Key to Smarter Legacy Planning
Smarter structuring makes for a stronger legacy.
Life insurance can be a cornerstone of wealth transfer—but only when it’s owned the right way.
Download this free guide to explore the strategic advantages of trust ownership, including how an ILIT (Irrevocable Life Insurance Trust) can:
✅ Reduce estate tax exposure
✅ Safeguard assets from creditors and divorces
✅ Maintain control over when and how heirs receive funds
✅ Support advanced strategies like premium financing
✅ Provide liquidity to help preserve illiquid estate assets
📘 Bonus: Real-world case study on how trust structuring helped one couple protect $18M in wealth across generations.
This resource is perfect for financial advisors, attorneys, and CPAs working with affluent clients or business owners looking to optimize their estate plans.
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