Employee Benefit Consulting
1555 West Oak Sreet
Suite 100
Zionsville, IN 46077 Phone: (317) 727-1175
Estate Planning
Sell Assets...Can you get Fair Market Value?
Pay Cash....Are your assets liquid enough?
Borrow...You need to repay the loan with interest.
Life Insurance...Allows for prompt payment and with proper planning, estate tax free!
We recommend that you consult with your own tax or legal advisors for counsel about the concepts presented in these materials. Neither the insurer nor your agent may give you legal or tax advice.
