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Estate Preservation Overview

You've worked hard, potentially a lifetime, to grow your wealth. It is important to protect it after you are gone. Conserving and distributing it in an appropriate manner can have a lasting impact on you and your family.

As Benjamin Franklin once said, "In this world, nothing can be said to be certain except death and taxes." Although you can't eliminate either death or taxes, you can plan to reduce the effects of estate taxes while ensuring your assets are transferred to your loved ones exactly as you wish. As you plan to protect your hard-earned assets, you can also plan to care for your family, friends, and favorite charities, now and in the future.

Establishing your goals to protect your wealth is crucial if you want to:
  • Distribute the maximum amount possible to your designated beneficiaries with minimum delay and in the manner of your choice
  • Be sure that each beneficiary's specific needs are met, including the special needs of a disabled child
  • Establish a trust for your surviving spouse and children
  • Provide outright bequests to your family, friends, charity, or your alma mater
  • Reduce estate taxes and costs and provide the liquidity needed to cover them
  • Ensure that a family business stays in the family, providing additional resources to equalize the distribution of assets when some children are taking over a family business or farm
A licensed Prudential financial professional is ready to meet and work with you to help you establish your estate tax and conservation goals. We would be happy to prepare an estate analysis for your family situation to help you generally understand the impact of: Armed with a better understanding of your goals, estate projections, and potential strategies, you'll be able to more efficiently seek out the help of a qualified estate-planning attorney and qualified tax advisor.
 
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IFS-A129442 Ed. 12/2007
Insurance is issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Each is a Prudential Financial company that is solely responsible for its own financial condition and contractual obligations. Our policies contain exclusions, limitations, reduction and terms for keeping them in force. A licensed financial professional can provide you with cost and complete details.

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Securities products and services are offered through: Pruco Securities, LLC, and Prudential Investment Management Services, LLC, both members SIPC and located in Newark, NJ, or Prudential Annuities Distributors, Inc., located in Shelton, CT. All are Prudential Financial companies. PRU, Prudential, Prudential Financial, the Rock logo and the Rock Prudential logo are registered service marks of The Prudential Insurance Company of America and its affiliates. Site for U.S. persons only.

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