Estate settlement costs are often the single largest threat to preserving your family’s wealth. Taxable estates will face a 40% federal tax and up to 35% state tax. This massive tax bill is due in cash just nine months after your passing. You’ve worked hard to build your wealth. Let us help you preserve it.
Build Your PlanReduce your taxable estate and create a plan for your heirs to pay
any remaining tax bill.
Give assets to loved ones or trusts during your lifetime to reduce your future taxable estate.
Move your appreciating assets into a trust to shield their current value and future appreciation from estate taxes.
Shield family assets from liability by consolidating into a family LLC and gift shares to your heirs at a discount.
Preserve more of your wealth with strategically-funded life insurance that provides your heirs with tax-free cash immediately to pay estate and income taxes.
Support your philanthropic goals while also generating current and future tax benefits to offset ordinary and capital gain income.
Substantially reduce large taxable estates by implementing a multigenerational split-dollar strategy to share life insurance costs and provide tax-advantaged liquidity across generations.
Don’t let the government force your heirs to sell assets to satisfy the imminent tax liability. Create a future where you, not the government, dictate how your wealth is distributed. Take back control with a wealth preservation plan from Trustmark.
Build Your Plan