Why It's Important
The more successful seniors become in the accumulation phase of their life, typically the more complex the issues become in the distribution phase. Each affluent senior must address one or more of these issues:
- Estate Tax Requirements
- Liquidity Issues
- Equitable Distribution Issues
- Protection of Inheritance
- Charitable Considerations
- Building a Legacy
Epic Group utilizes non-traditional programs to assist affluent seniors with their traditional estate planning issues. Our programs present a significant opportunity for seniors to unlock a currently unused resource: Their Life Insurance Capacity. Epic Group programs provide solutions to seniors allowing them more control over their personal legacy with complete peace of mind.
In our experience we find that affluent clients have highly individualized needs. They have issues and objectives unique to their own circumstance. The Epic Group team of advisors is unique in their level of experience and access to multiple solutions and strategies to meet these legacy needs.
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Benefits of a Family Bank Trust
- Asset protection for your descendants from divorce, lawsuits, and creditor claims.
- Assets distributed to the Family Bank Trust are estate tax free.
- Assets distributed to the Family Bank Trust can avoid applicable generation skipping transfer taxes.
- Structured to assist as many generations as possible.
- Will take care of your spouse, your children, and future generations, with minimal concern for changes in the structure of the tax laws.
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