A client's most valuable assets are often the hardest to sell. A family business, a commercial real estate portfolio, or a concentrated stock position can represent decades of growth, but none of it turns into cash quickly. When estate taxes come due, heirs without a liquidity plan may have to sell the assets the client meant to leave them.
Life insurance addresses the timing problem while trust strategies can shift future appreciation out of the taxable estate. This whitepaper walks through how those strategies fit together for illiquid and concentrated wealth.
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