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The Catalyst program – the Computer Assisted Technical Analysis of Estates – is designed to help you identify your estate’s liquidity needs and prepare an estate preservation strategy to benefit future generations. The program can assist you in answering such questions as:
- What factors are used to determine current and projected value?
- What is the estate’s current and projected estate tax obligation?
- How can advanced trust strategies help ensure that the estate is not unduly taxed?
- How can you structure a succession strategy for your family business that treats all of your children fairly?
- Does the estate have sufficient liquidity to fund your business succession program and pay taxes and settlement costs?
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- Distribute your wealth accumulation among your spouse, family members and charities of your choice.
- Devise strategies to reduce and/or eliminate estate taxes and costs.
- Distribute business assets to your children who are active in the family business, without treating your other children unfairly.
- If you have a strategy in place, it will show you how to make the adjustments to your current strategy that are necessary to take advantage of tax law changes and suggest strategies you currently may not be employing.
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Your Farm Bureau agent can help you develop an estate preservation program that preserves your hard-earned assets and assists you in distributing your estate to your heirs. We can provide the information and strategic ideas you need to make educated decisions about transferring your assets.
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For additional information regarding Farm Bureau's products and services, please contact your local agent 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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