Life insurance can play a role in retirement planning, both in income replacement (if necessary) and at-retirement withdrawals. Many affluent families use life insurance as a key component of an effective wealth transfer plan in order to gain maximum distribution and conservation for future generations. Meridian can help preserve the nest egg that you’ve worked hard for and earned. Leaving a financial legacy for future generations has become an ever-changing complicated process.
Options exist to ensure more is available; proper navigation and implementation can avoid estate and generation skipping taxes. Meridian Risk Management understands that Wealth Preservation is about sharing wisdom. We work with you closely and discreetly to develop a plan that navigates the complexities such as trust funds, death benefits, gift taxes, and estate taxes. A well strategized and effective wealth transfer plan can avoid loss and maintain as much asset value as possible – good planning identifies assets that should be transferred, consumed or repositioned for more successful transfer. We consult closely with our clients, the way we do with our own families, with a sense of duty. Building wealth is your business. Preserving it is ours.
Contact Meridian to see how we can help with your Wealth Preservation Strategies >