When you think of your family or legacy, how much money or how many assets do you want to pass on? Have you considered who will be a part of that inheritance? Do you need a will or a trust?

All of these are valid questions and can make planning your estate a bit daunting.

Unfortunately, many people, while still alive, don’t consider the need to share their wealth with loved ones. Further, they aren’t aware of the power that’s available when tax benefits are leveraged properly.

So having the right financial advisor in your corner is an essential part of the estate planning process.

To help you get the most from your years of hard work and ensure your family is provided for, the fiduciaries of Indiana’s of Crown Haven have created a complimentary guide just for you, Tax-Free Estate Planning.

It clearly and succinctly illustrates how a reliable, secure income can be provided through the purchase of low-cost term life insurance. Though not as much fun as hitting the lottery or getting in on the ground floor of an innovative tech IPO, the odds of finding success with term insurance are much higher.