LEVERAGED PLANNING®:Premium Financing THE SITUATION: Susan Collins, 62Mrs. Collins' estate plans called for a bequest of at least $10 million to each of her three children ($30 million total) - with the balance going into a charitable trust for division among several different organizations. She needs a solution that could help to alleviate the tax burden on her estate.THE SOLUTION: Leveraged Planning® The estate tax for each of the three individual bequests to her children was anticipated to be $3.3 million ($9.9 million in total). Since Mrs. Collins was committed to providing the maximum amount possible to both her children and the charitable organizations she had supported for many years, she needed a solution that could help to alleviate the tax burden on her estate. After looking at a range of options provided by her financial planner, Mrs. Collins settled on a traditional premium financing arrangement from GFD’s Leveraged Planning Solutions for Individuals offering. Read the Full Case Study Using Leveraged Planning® Solutions for Individuals, Mrs. Collins was able to fully fundher estate planning needs and provide her with the peace of mind she was seeking. Download Wealth Creation Case Study With Leveraged Planning, Mr. Cena structured a funding strategy for his future income needs that would net a lifetime savings of nearly 60% - $2,000,000 compared to using the traditional savings method. Read more Buy-Sell Case Study Using a Leveraged Planning solution helped REVTECH realize a significant improvement in their projected annual cash fl ow and provided a buy-sell arrangement to secure an excellent transition strategy for a key executive. Read more Want to Learn More About Leveraged Planning? Name Email Phone Question Thank you! Oops! Get Access to Exclusive Content This page is only available to members of our community. Join us today and get full access. First Name Last Name Email Address Thank you! Oops!