Conserve Your Estate


Conventional wisdom suggests the creation of myriad legal instruments to make it possible to pass money on to the next generation. The tax implications for the inheriting family member can be daunting.

Instead of hoping for a reduction in inheritance tax some time in the future, conserve your estate for your heirs in a different way.

If you and your spouse are healthy, consider leveraging life insurance policies – purchased by your heirs – as a way for your children to receive benefits tax free. Each generation of a family may succeed and prosper, but the individual family’s success is nothing compared to the potential success of the extended family, planning as a single family.

Create a tax-free legacy. Call Howard Silvermintz to hear more about this unconventional approach to conserving your estate.

 



How can you be sure?


Are there ways to extend your wealth and conserve your estate for your heirs?

Yes.

If you’re interested in cultivating an entirely new way of thinking about your estate, ask for a copy of the book The Family Legacy.


Are you ready to take the next step and speak with a financial professional?

For decades insurance has been a necessary evil – a piece of financial protection that wise individuals won’t live without. And while it’s always been considered part of “financial planning”, most of the planning relates to the individual becoming disabled or meeting an untimely death and making arrangements for the family’s financial security if the unthinkable occurs.

Now families, individuals and business owners can add insurance products to their active financial planning tool kits –to improve their lifestyles, to increase their own net worth, and to enjoy life and prosperity even while they plan for retirement.

Learn more about the Circle of Wealth and the positive impact insurance products can have right now — not only when the unthinkable happens.

Discover a new way to look at saving.



FOR YOUR BUSINESS

Guide Your Business. Protect Your Key People. Learn and Implement The Financial Strategies Of The Wealthy.

InsurAtlanta will help you learn more about Group Health Insurance, Business Continuation Insurance, and 401(k) and 403(b) Plans.


Discover A New Way To Look At Saving


A successful retirement can happen sooner than you think

InsurAtlanta, Inc., is an Atlanta-based agency advising clients on purchasing health, life, and disability insurance coverage, long-term care coverage, as well as customized plans for their financial future. InsurAtlanta brings more than two decades of extensive experience in long-term insurance and retirement planning for individuals, professionals, small business owners and families.

InsurAtlanta's Howard L. Silvermintz is both a Chartered Life Underwriter® (CLU), offering expertise on risk management to clients on topics like financial planning, insurance law, estate planning, and business planning; and a Chartered Financial Consultant® (ChFC), focusing on financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.