FamilyGuard360

Leave more than assets. Leave direction.

Explore insurance funding for legacy liquidity, family equalization, and charitable intentions alongside separately engaged estate and tax counsel.

Liquidity and family fairness

Evaluate insurance funding for estate needs, illiquid assets, business interests, family equalization, and charitable intentions.

Separate responsibilities

Estate counsel may evaluate dynasty trusts or irrevocable life insurance trusts where appropriate. Elite does not draft legal documents or administer trusts.

No automatic tax result

A dynasty trust is not inherently free of income, gift, estate, or generation-skipping taxes. Life-insurance income-tax treatment and estate inclusion are separate questions.