Estate Bond

Would you like to give more to your family?

If your answer is "yes", you might want to consider an Estate Bond.

Here is the problem...

Like many of us, your financial plan may include an element of savings that you never plan to spend or feel compelled to maintain your principle in retirement to satisfy your estate goals. You have invested some money that you intend to pass on to those you care about most. The problem is this strategy's success is largely based on the investment's rate of return and the capital is tied up and unavailable for retirement purposes. And, unfortunately, the higher the return, the more tax you pay. This means your estate may end up smaller than you're anticipating. What are your options?

You can continue to pay tax on the income earned from your savings or you can invest the funds using a financial planning strategy known as Estate Bond. This attractive alternative to taxable investments offers:

  • Large, immediate estate value
  • More assets available for retirement
  • Tax-sheltered growth of cash values
  • Tax-free maturity value at death
  • Reduced estate settlement costs, if you've named a beneficiary
  • Potential for creditor protection, if you've made a appropriate beneficiary designation
  • Liquidity, if you require it

The Estate Bond Solution...

The Estate Bond moves savings from a tax-exposed investment to an exempt life insurance policy. When you die, your heirs receive the proceeds tax free. When you take advantage of the Estate Bond financial planning strategy, you not only increase the size of your estate, you also reduce the amount of tax you pay.

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