Legacy Planning - IPI in San Antonio Texas
Life insurance, retirement planning, asset protection and other factors are intertwined and all play a role in minimizing taxes and maximizing protection for clients and their heirs. From basic life insurance and asset distribution planning to complicated estate plans and trusts, you will work closely with members of IPI’s Insurance Groups to develop personalizedÂ legacy planning solutions for your clients.
Our planning software presents scenarios for client and/or spouse with a will, medical directive and/or power of attorney. It addresses issues relating to life insurance, leaving money to beneficiaries (how much and over what period of time), business exit planning, provisions for charitable giving and the tax implications of each decision. Where appropriate, you can coordinate the development of an estate plan with a client’s banker, attorney and accountant.