Real Estate Investor Magazine September 2024 Edition | Page 96

By Jaco Grobbelaar
One often-overlooked aspect of estate planning is the strat placement of life insurance . Many clients wonder if they sh designate their life insurance to their Family Trust once it ’ s established . The answer , in my experience , is a resounding “ Yes !”
Directing life insurance payouts to a Family Trust offers sev strategic benefits that can enhance your estate planning an provide greater financial security for your loved ones . In th article , we ’ ll explore why this approach is advantageous an how it can play a critical role in securing your family ’ s futur
WEALTH

Maximising Legacy Pro

Why your Life Insurance should and your spouse

By Jaco Grobbelaar

One often-overlooked aspect of estate planning is the strat placement of life insurance . Many clients wonder if they sh designate their life insurance to their Family Trust once it ’ s established . The answer , in my experience , is a resounding “ Yes !”

Directing life insurance payouts to a Family Trust offers sev strategic benefits that can enhance your estate planning an provide greater financial security for your loved ones . In th article , we ’ ll explore why this approach is advantageous an how it can play a critical role in securing your family ’ s futur

96 REI MAGAZINE SEPTEMBER 2024