Why Life Insurance Is the Smartest Way to pay for estate taxes and costs!

Estate planning life insurance is the most effective way of paying estate costs.

If you have a taxable estate, there are only 4 ways to pay your estate tax bill — and 3 of them will cost your heirs a fortune. In this video, I break down the real cost of each option using a real-world example, and show you exactly why life insurance held in trust is the only strategy that preserves your wealth.

📊 What you'll learn: • The 4 ways to pay estate taxes — and what each one actually costs • Why a forced asset sale can cost your heirs 111% of the tax bill • How estate tax financing stretches costs to 126% over 10 years • Why life insurance in trust covers your estate taxes for just 26 cents on the dollar • How the 2025 estate tax exemption sunset may affect your estate right now

🏦 Real example: A Minnesota client with a $15.5M net worth projected to grow to $46M faces over $18.6M in estate taxes. We compare all 4 options side by side.

This isn't about life insurance — it's about paying an unavoidable tax bill as efficiently as possible.

📅 Schedule a consultation: https://fantastical.app/b5bhcvxwev-lPTY/call-meetings-general

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Thomas J Perrone, CLU, CIC
tperrone@necgginc.com
Free Consultation
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