LEVERAGED PLANNING®:

Premium Financing

THE SITUATION: Susan Collins, 62

Mrs. 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.

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Using Leveraged Planning® Solutions for Individuals, Mrs. Collins was able to fully fund
her estate planning needs and provide her with the peace of mind she was seeking.

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