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Palestra Financial
1904 Duck Slough Blvd
Trinity, FL 34655
Phone: (844) WHY-PLAN™
Website: www.PalestraFinancial.com
May/June 2018
It's About Life
You probably know that life insurance provides financial protection for loved ones. But did you know that life insurance can also play a role in simple or complex estates? A Simple Legacy
In its purest form, life insurance protects your beneficiaries financially when you die. With life insurance, you needn’t own a multi-million-dollar estate to leave your family a financial legacy. While many retirees reduce the amount of life insurance they own, others keep some coverage to leave to loved ones. Remember, life insurance benefits to individual beneficiaries are exempt from federal income tax, too.Estate Tool
Life insurance also provides a way to fund various stipulations in an estate strategy, whether they
are for minor children or a special-needs relative. If you use an irrevocable life insurance trust, you won’t
owe estate taxes on the trust’s assets, either, since the trust owns the estate. Talk to your financial professional to
learn more.
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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Palestra Financial and JWC/JWCA are unaffiliated entities.
Palestra Financial and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
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