SERVICE
Private Client Services
Our Approach
The best estate plans give a client greater control over the outcome and allow them to choose the legacy they leave. Life insurance is a tool that, when designed, structured, and administered properly, can provide a client with more optionality and control over key aspects of an estate plan, such as deciding when and how much to give to children and grandchildren, how much to give to charity, and planning for what must be paid in taxes.
CASE STUDY
An attorney in the PH Robb network of advisors had a client with over $1B of real estate holdings. The client had done extensive estate planning, but still there would be massive estate taxes due at the death of the client. The attorney was concerned that the client would not have the liquidity to pay estate taxes and thus would be forced to sell large amounts of real estate, potentially at deep discounts to Fair Market Value.
After working with the PH Robb team and other key advisors in the PH Robb network, the client now has a plan that will help to protect hundreds of millions of dollars real estate from being liquidated to pay taxes.