Beyond Taxes: How Life Insurance Can Preserve and Transfer Wealth Across Generations
Download the Guide Now
You’ve worked hard to build your wealth. Without the right estate strategy, taxes and liquidity issues could reduce what you leave behind.
Our whitepaper, Beyond Taxes: How Life Insurance Protects and Transfers Wealth, shows how life insurance can help you preserve your legacy.
Inside, you’ll learn:
✔ How estate taxes affect your wealth
✔ How ILITs can reduce tax burdens
✔ Strategies successful families use to protect assets
Take control of your legacy—get the guide now.
Insurance, trusts and estates, and wealth planning products and services are Not FDIC Insured, are Not Guaranteed by Bank, and May Lose Value;First Western Trust Bank cannot provide tax advice. Please consult your tax advisor for guidance on how the information contained within may apply to your specific situation.