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U.S. Bancorp Insurance > Your Financial Future > Estate Planning  


Estate Tax & Liquidity Planning
Estate Tax and Liquidity Analysis

A powerful tool for exploring potential estate planning opportunities, our Estate Tax & Liquidity Analysis program compares your current plan to other planning options.

Whether you are utilizing a Family Trust, Charitable Trust, Family Partnership or Life Insurance Trust, this program demonstrates the current and future impact of your planning.

The Advantages
Life Insurance is a popular method for creating estate liquidity. Our Estate Tax & Liquidity Analysis program provides:
  • An analysis of your current policies
  • A financial viability report for your insurer
  • Recommendations consistent with your estate plan
  • We recommend that you also work with your attorney and/or tax advisor.

Investment and Insurance products are:

NOT A DEPOSIT NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
MAY LOSE VALUE NOT GUARANTEED BY THE BANK
Investment products and services are available through U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment advisor and a brokerage subsidiary of U.S. Bancorp and an affiliate of U.S. Bank.
Insurance products and services available through U.S. Bancorp Insurance Services, LLC and U.S. Bancorp Insurance Services, Inc (CA), both are wholly owned subsidiaries of U.S. Bancorp and affiliates of U.S. Bank. Policies are underwritten by unaffiliated insurance companies, and may not be available in all states.
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