Estate planning puts your clients in control of their assets, helping them solidify their visions for the future. Including a trust in that plan allows them to prepare for their family’s needs or fulfill philanthropic goals.
Understanding your role in estate planning – and the intricacies of planning with a trust – will help prepare you for client conversations. To help break the ice, take a look at these client guides for talking points and key takeaways.
Unless clients take measures to preserve their wealth, the federal government could “inherit” a portion of their estate. Use this federal estate tax calculator to help estimate their tax liability.
Adding a trust strategy with life insurance into your clients’ estate plans can help them reach their unique financial goals. Let’s look at the most common types of trusts.
For clients looking to preserve wealth and minimize transfer taxes
For couples who want flexibility and control of their life insurance policy
For couples who need access plus the ability to pass wealth tax-efficiently
For couples looking to minimize estate taxes by maximizing exemptions
For clients who want to add charitable deductions to their estate plans
Ready to help clients protect their legacy with trust-owned life insurance?
Email us at TOLI@LFG.com or call us at 800-832-5372.
©2024 Lincoln National Corporation
Any tax information contained in this communication, while presented in good faith, is general in nature and is not intended to be a rendering of legal, accounting or tax advice and should not be used without the advice and guidance of a professional Tax Advisor. Furthermore, the information contained herein may not be applicable or suitable to an individual’s specific circumstances or needs and may require consideration of other matters.
Important information
This material is intended for informational and educational purposes only. It is not intended to be investment, legal, or tax advice. Work with your financial, legal and tax professionals for guidance.
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.
Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.
LCN-6060122-103023
5/24 Z08
Order code: LIF-TOLID-IDE001
For financial professional use only. Not for use with the public.
Estate planning puts your clients in control of their assets, helping them solidify their visions for the future. Including a trust in that plan allows them to prepare for their family’s needs or fulfill philanthropic goals.
Understanding your role in estate planning – and the intricacies of planning with a trust – will help prepare you for client conversations. To help break the ice, take a look at these client guides for talking points and key takeaways.
Unless clients take measures to preserve their wealth, the federal government could “inherit” a portion of their estate. Use this federal estate tax calculator to help estimate their tax liability.
Adding a trust strategy with life insurance into your clients’ estate plans can help them reach their unique financial goals. Let’s look at the most common types of trusts.
Ready to help clients protect their legacy with trust-owned life insurance? Email us at TOLI@LFG.com or call us at 800-832-5372.
©2024 Lincoln National Corporation
Any tax information contained in this communication, while presented in good faith, is general in nature and is not intended to be a rendering of legal, accounting or tax advice and should not be used without the advice and guidance of a professional Tax Advisor. Furthermore, the information contained herein may not be applicable or suitable to an individual’s specific circumstances or needs and may require consideration of other matters.
Important information
This material is intended for informational and educational purposes only. It is not intended to be investment, legal, or tax advice. Work with your financial, legal and tax professionals for guidance.
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.
Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.
For financial professional use only. Not for use with the public.
LCN-6060122-103023
5/24 Z08
Order code: LIF-TOLID-IDE001
Estate planning puts your clients in control of their assets, helping them solidify their visions for the future. Including a trust in that plan allows them to prepare for their family’s needs or fulfill philanthropic goals.
Understanding your role in estate planning – and the intricacies of planning with a trust – will help prepare you for client conversations. To help break the ice, take a look at these client guides for talking points and key takeaways.
Unless clients take measures to preserve their wealth, the federal government could “inherit” a portion of their estate. Use this federal estate tax calculator to help estimate their tax liability.
Adding a trust strategy with life insurance into your clients’ estate plans can help them reach their unique financial goals. Let’s look at the most common types of trusts.
Ready to help clients protect their legacy with trust-owned life insurance? Email us at TOLI@LFG.com or call us at 800-832-5372.
Any tax information contained in this communication, while presented in good faith, is general in nature and is not intended to be a rendering of legal, accounting or tax advice and should not be used without the advice and guidance of a professional Tax Advisor. Furthermore, the information contained herein may not be applicable or suitable to an individual’s specific circumstances or needs and may require consideration of other matters.
Important information
This material is intended for informational and educational purposes only. It is not intended to be investment, legal, or tax advice. Work with your financial, legal and tax professionals for guidance.
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.
Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.
For financial professional use only. Not for use with the public.
©2024 Lincoln National Corporation
LCN-6060122-103023
5/24 Z08
Order code: LIF-TOLID-IDE001
Estate planning puts your clients in control of their assets, helping them solidify their visions for the future. Including a trust in that plan allows them to prepare for their family’s needs or fulfill philanthropic goals.
Understanding your role in estate planning – and the intricacies of planning with a trust – will help prepare you for client conversations. To help break the ice, take a look at these client guides for talking points and key takeaways.
Unless clients take measures to preserve their wealth, the federal government could “inherit” a portion of their estate. Use this federal estate tax calculator to help estimate their tax liability.
Adding a trust strategy with life insurance into your clients’ estate plans can help them reach their unique financial goals. Let’s look at the most common types of trusts.
For clients looking to preserve wealth and minimize transfer taxes
For couples who want flexibility and control of their life insurance policy
For couples who need access plus the ability to pass wealth tax-efficiently
For couples looking to minimize estate taxes by maximizing exemptions
For clients who want to add charitable deductions to their estate plans
Ready to help clients protect their legacy with trust-owned life insurance?
Email us at TOLI@LFG.com or call us at 800-832-5372.
©2024 Lincoln National Corporation
Any tax information contained in this communication, while presented in good faith, is general in nature and is not intended to be a rendering of legal, accounting or tax advice and should not be used without the advice and guidance of a professional Tax Advisor. Furthermore, the information contained herein may not be applicable or suitable to an individual’s specific circumstances or needs and may require consideration of other matters.
Important information
This material is intended for informational and educational purposes only. It is not intended to be investment, legal, or tax advice. Work with your financial, legal and tax professionals for guidance.
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.
Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.
LCN-6060122-103023
5/24 Z08
Order code: LIF-TOLID-IDE001
For financial professional use only. Not for use with the public.