Understand how estate equalization works, learn the benefits and considerations to take with this easy to use infographic. Estate equalization allows clients to leverage a pool of liquidity they can utilize to ensure beneficiaries receive their fair share.
If estate equalization is a good fit for your client, it’s vital to structure the process properly. The first step will likely be helping your client choose the right level of death benefit protection for the estate. Asset values can change from year to year, and the number of beneficiaries can fluctuate as well. Selecting the right amount requires careful forward planning.