Estate Planning Solutions
Together with your tax and legal advisors, at Midwestern Benefit Solutions we assist our clients in planning for the orderly transference of estate assets. For many people throughout the country, estate and gift taxes approach the 50% level. In this complicated environment, life insurance is one of the few remaining tax-favored vehicles available for pre-funding these expenses.

Whether you are a business owner, individual or family, preparing for and protecting the future is what estate planning is all about. Midwestern Benefit Solutions is your trusted partner and has the experience to help guide you in establishing your estate plan, helping to protect you and your loved ones. Our estate and retirement planning team can assist you in understanding the tools available and equally as important, when to use these tools.
  • Charitable Trusts
  • Grantor Retained Trusts
  • Irrevocable Life Insurance Trusts
  • Probate/Tax Analysis
  • Revocable Trusts

Midwestern Benefit Solutions * Offices in Texas, Tennessee, Illinois and Minnesota * 800-574-6470
Group Benefits * Individual Insurance * Property & Casualty
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