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Legacy & Estate Planning

Legacy and estate planning tactics are important for married and single individuals to have when they are planning for the distribution of their assets. By preparing for and having the appropriate solutions in place, this can help minimize the impact of taxes and expenses while maximizing distributions to heirs, third parties or charities.

Preservation techniques involve both estate and business planning. Numerous effective techniques are available to help you successfully transfer your clients' wealth.

  • Get started by reviewing the Legacy & Estate Planning Solutions below for an overview of common techniques available to help your clients.

Use the Estate Tax Calculator to calculate your clients' estate tax exposure. 

We also offer PlanLab software (login required) which generates custom printed presentations and reports based on your clients’ information. The following programs are available:

  • Estate Tax Analysis (ETA)
  • Estate Tax Concepts (ETC)
  • Qualified Plan Distribution Analysis (QDPA) 

Important Information

The subject matter in this communication is provided with the understanding that The Principal® is not rendering legal, accounting, or tax advice. A client should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.

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