Estate Planning Libertyville

WM SCHWARTZ & CO’S BENEFITS DEPT CAN ASSIST IN YOUR ESTATE PLAN TOO BY LEVERAGING LIFE INSURANCE,  ANNUITIES AND OTHER PRODUCTS.

WITH THE HELP OF A QUALIFIED ATTORNEY YOU CHOOSE OR WE CAN HELP CHOOSE FOR YOU…WE’LL HELP YOU LOOK AT THESE TYPES OF PRODUCTS DIFFERENTLY.  

 

USING THESE KINDS OF PRODUCTS AND OTHERS CREATIVELY WE CAN HELP A FAMILY TRANSFER WEALTH TO MULTIPLE GENERATIONS ALL WHILE REDUCING TAXES OR NO WITH TAX IMPLICATIONS AT ALL. 

ASK US HOW.


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