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 you and your heirs. From basic life insurance and asset distribution planning to complicated estate plans and trusts, your financial consultant works closely with the IPI Insurance Group to develop your personalized estate planning solution.
Our planning software presents scenarios for you and/or your 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, your financial consultant will coordinate the development of an estate plan with your banker, attorney and accountant.