AAll Your Needs Insurance - South Florida's Premier Insurance Agency

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Estate Planning

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Estate Planning Insurance

An estate plan can be the blueprint for your financial life and your family's financial future.

Estate planning is a process that helps you accumulate and conserve assets. It addresses your legal and financial concerns, taking into account your goals and tax considerations. It also takes advantage of existing laws and funding vehicles to save you on tax payments and help manage your property in an efficient and profitable way during your lifetime.

All Your Needs Insurance, its agents and employees do not offer legal or tax advice. Individuals are encouraged to seek the guidance of their own personal legal or tax counsel. Any persons involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.

A well-designed estate plan can do the following:

  • Reduce Estate Taxes
    The federal government levies a substantial tax - up to 47% in 2005 - against the value of your estate. That tax is due and payable before any property can be transferred to your beneficiaries. With a well-conceived estate plan, much - or even all - of this tax can be legally reduced.

  • Provide Liquidity to Pay Estate Taxes
    If your estate consists primarily of real estate, a business or other non-liquid assets, your heirs could end up cash poor - and be forced to sell assets in order to pay taxes. Insurance planning can help solve this problem.
  • Protect Your Family's Income
    How will the members of the family support themselves after you're gone? A sound estate plan can make certain the family will be taken care of.
  • Provide Professional Asset Management
    An estate plan can arrange for professional management of your assets on your family's behalf.
  • Control Distribution of Your Estate
    Will your assets be distributed the way you want them to? Your estate plan will make sure your wishes are met.

All Your Needs Insurance will listen to your concerns, assess your needs, explain options, and help you get the right coverage for your financial insurance needs.

Keep in mind that the insurance marketplace is dynamic. Because circumstances, coverage's available, and regulations change from time to time, we suggest that you ask our All Your Needs insurance financial insurance staff to evaluate your coverage periodically — a service that demonstrates our commitment to provide valuable insurance guidance. Remember, just having insurance doesn't mean that you have adequate or proper coverage. We will answer your questions and help you make the best decisions.

Follow each link for more information and to submit a quote request.

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