During my cold calling session today I came across a man who is acting president of a decent sized buisness that manages property(restuarants/strip malls). I was cold calling about medicare health insurance and we spent around 15-20min on the phone talking health insurance and his job. I could not find a smooth transition into talking to him about estate planning with the old Bush tax breaks being expired. If I am not correct please tell me, it is now 1 million dollars and above in a persons estate that is taxable upon death and that estate tax could be as high as 55%.
My question is this...I am putting together a very professional packet about the facts of estate taxes and some vague methods of helping reduce that taxable amount. THE SELLER is I am looking to place a decent sized life insurance policy with this person to help take care of estate taxes. Does anyone have any good materials on these subjects that i can include in my packet I want to get to him??????
(yes I have a local estate planning lawyer/CPA/FA I already use but open to suggestions) MICHIGAN! GO MSU SPARTANS!!
My question is this...I am putting together a very professional packet about the facts of estate taxes and some vague methods of helping reduce that taxable amount. THE SELLER is I am looking to place a decent sized life insurance policy with this person to help take care of estate taxes. Does anyone have any good materials on these subjects that i can include in my packet I want to get to him??????
(yes I have a local estate planning lawyer/CPA/FA I already use but open to suggestions) MICHIGAN! GO MSU SPARTANS!!