| An estate preservation program provides a blueprint for the transfer of your assets, and helps secure your family’s financial future. It gives you control of the distribution of your estate, according to your specific wishes. A thorough estate preservation program can also help you maximize your wealth, preserve your assets and potentially reduce estate taxes.
An estate preservation program can help you:
- Protect the value of your home, retirement accounts, business, farm or ranch.
- Control the distribution of your assets.
- Provide liquidity to pay settlement costs and taxes.
- Prevent the IRS from being your biggest beneficiary.
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- Maximize your family’s interest in your estate while minimizing the government’s?
- Maximize flexibility in your planning?
- Inventory your assets?
- Establish liquidity within your strategy?
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- Providing estate and retirement tools including:
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The Catalyst (Computer Assisted Technical Analysis of Estates) program is a tool Farm Bureau agents can use to assist you in fine-tuning an estate preservation strategy. It was designed to help create a blueprint for preserving your estate. The Catalyst program helps preserve your assets for your loved ones and may reduce the expenses and taxes associated with transferring your estate.
- Identifying options for property ownership.
- Identifying estate liquidity options.
- Determining when receiving a series of payments for the sale of your property may be more beneficial than receiving a lump- sum payment.
- Supplying information regarding the tax benefits and impact of life insurance and annuities used in estate protection.
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For additional information regarding Farm Bureau's products and services, please contact your local registered representative using the
Agent Locator . |
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IMPORTANT: The information and material contained on this Web site is not an offer to sell or a solicitation to buy any security or any insurance product in any jurisdiction. No security or other insurance product is offered or will be sold in any jurisdiction in which such offer or solicitation purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction. Not all products are available in all states. Exclusions, limitations and reductions may apply. This Web site briefly highlights Farm Bureau's insurance policies and their benefits. The contract is contained only in the policy. Farm Bureau products are offered by Farm Bureau agents -- for more information about any Farm Bureau product, please contact your local agent or nearest office using the Agent Locator.
Life insurance and annuity products offered through Farm Bureau Life Insurance Company+/West Des Moines, IA
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