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Trust and Estate Planning

Protect your clients’ legacy for life

A strong estate plan can help your clients solidify their financial future and take control of the assets they worked hard to attain. Estate planning tools — such as a trust — can help them leave a lasting legacy that speaks volumes.

Preparing for the future with a trust helps clients protect and manage the legacy they want to pass along to their loved ones. Combining a trust with life insurance not only offers clients protection for their family, business and legacy, it also helps them control how their legacy is distributed — taking fate out of the equation. Subject matter expert Tim O’Connell sheds light on the importance of trusts in the video below.

of Americans believe that estate planning is important, regardless of their wealth.1

adults still don’t have an estate plan in place.2

1 Global Trust Depository, 2021

2 Caring.com, “2021 Wills and Estate

GraphicLine Image of row houses, boats and water

Why estate planning?

If you’re thinking about which clients need an estate plan, the answer is easy: all of them. Because regardless of their net worth, it’s important that they have the right estate plan in place. Having one can help your clients grow and protect their legacy, along with reducing estate expenses, taxes and probate costs. It also allows them to control the distribution of their assets to ensure their unique goals are achieved. Clients look to their legal, tax and financial professionals to help them create a successful estate plan.

 

Why trusts?

Though everyone should have an estate plan, not everyone may need a trust. A trust may be the right solution for clients who:

  • Have over $200,000 in assets
  • Want to simplify the probate process for loved ones
  • Have a taxable estate
  • Want to add stipulations on inheritances
 
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Why Lincoln?

For more than a century, we’ve built an honest, dependable financial services company on the foundation of an inclusive vision and values. Our goal is to empower clients to take charge of their financial lives with confidence and optimism. We offer a broad portfolio of solutions and the support you and your clients need — before, during and after policy issue. Our dedicated sales consultant for trust-owned life insurance is there to provide guidance as you build estate planning strategies for your clients. We also have an advanced sales team of attorneys to leverage for up-to-date information on tax laws. And our leading-edge underwriting team ensures your cases are handled as efficiently and quickly as possible.

 
 

Ready to help clients protect their legacy with trust-owned life insurance?
Email us at
TOLI@LFG.com or call us at 800-832-5372.

 

Planning Study.”

Image of aerial view of grassy area, road and water

Protect your clients’ legacy for life

A strong estate plan can help your clients solidify their financial future and take control of the assets they worked hard to attain. Estate planning tools — such as a trust — can help them leave a lasting legacy that speaks volumes.

Preparing for the future with a trust helps clients protect and manage the legacy they want to pass along to their loved ones. Combining a trust with life insurance not only offers clients protection for their family, business and legacy, it also helps them control how their legacy is distributed — taking fate out of the equation. Subject matter expert Tim O’Connell sheds light on the importance of trusts in the video below.

of Americans believe that estate planning is important, regardless of their wealth.1

adults still don’t have an estate plan in place.2

1 Global Trust Depository, 2021

2 Caring.com, “2021 Wills and Estate Planning Study.”

 

Why estate planning?

If you’re thinking about which clients need an estate plan, the answer is easy: all of them. Because regardless of their net worth, it’s important that they have the right estate plan in place. Having one can help your clients grow and protect their legacy, along with reducing estate expenses, taxes and probate costs. It also allows them to control the distribution of their assets to ensure their unique goals are achieved. Clients look to their legal, tax and financial professionals to help them create a successful estate plan.

 

Why trusts?

Though everyone should have an estate plan, not everyone may need a trust. A trust may be the right solution for clients who:

  • Have over $200,000 in assets
  • Want to simplify the probate process for loved ones
  • Have a taxable estate
  • Want to add stipulations on inheritances

Why Lincoln?

For more than a century, we’ve built an honest, dependable financial services company on the foundation of an inclusive vision and values. Our goal is to empower clients to take charge of their financial lives with confidence and optimism. We offer a broad portfolio of solutions and the support you and your clients need — before, during and after policy issue. Our dedicated sales consultant for trust-owned life insurance is there to provide guidance as you build estate planning strategies for your clients. We also have an advanced sales team of attorneys to leverage for up-to-date information on tax laws. And our leading-edge underwriting team ensures your cases are handled as efficiently and quickly as possible.

 
 

Ready to help clients protect their legacy with trust-owned life insurance? Email us at TOLI@LFG.com or call us at 800-832-5372.

 
Image of aerial view of grassy area, road and water

Protect your clients’ legacy for life

A strong estate plan can help your clients solidify their financial future and take control of the assets they worked hard to attain. Estate planning tools — such as a trust — can help them leave a lasting legacy that speaks volumes.

Preparing for the future with a trust helps clients protect and manage the legacy they want to pass along to their loved ones. Combining a trust with life insurance not only offers clients protection for their family, business and legacy, it also helps them control how their legacy is distributed — taking fate out of the equation. Subject matter expert Tim O’Connell sheds light on the importance of trusts in the video below.

of Americans believe that estate planning is important, regardless of their wealth.1

adults still don’t have an estate plan in place.2

1 Global Trust Depository, 2021

2 Caring.com, “2021 Wills and Estate Planning Study.”

GraphicLine

Why estate planning?

If you’re thinking about which clients need an estate plan, the answer is easy: all of them. Because regardless of their net worth, it’s important that they have the right estate plan in place. Having one can help your clients grow and protect their legacy, along with reducing estate expenses, taxes and probate costs. It also allows them to control the distribution of their assets to ensure their unique goals are achieved. Clients look to their legal, tax and financial professionals to help them create a successful estate plan.

GraphicLine

Why trusts?

Though everyone should have an estate plan, not everyone may need a trust. A trust may be the right solution for clients who:

  • Have over $200,000 in assets
  • Want to simplify the probate process for loved ones
  • Have a taxable estate
  • Want to add stipulations on inheritances
GraphicLine

Why Lincoln?

For more than a century, we’ve built an honest, dependable financial services company on the foundation of an inclusive vision and values. Our goal is to empower clients to take charge of their financial lives with confidence and optimism. We offer a broad portfolio of solutions and the support you and your clients need — before, during and after policy issue. Our dedicated sales consultant for trust-owned life insurance is there to provide guidance as you build estate planning strategies for your clients. We also have an advanced sales team of attorneys to leverage for up-to-date information on tax laws. And our leading-edge underwriting team ensures your cases are handled as efficiently and quickly as possible.

 

Ready to help clients protect their legacy with trust-owned life insurance? Email us at TOLI@LFG.com or call us at 800-832-5372.

 
 
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