Flexible estate planning strategies

An estate plan strategy should have flexibility to react to changing events

Estate planning strategies can help minimize taxes, protect assets from creditors, avoid family strife or the mismanagement of an estate, and/or keep a business in the family.

When considering plans for transferring wealth to the next generation, keep in mind that change is inevitable – and often, unknowable. Family dynamics can change. Tax laws may and probably will change. And the timing for when estate plans go into effect (upon death) will always have an element of uncertainty.

But life insurance can add flexibility to an estate plan strategy and help to keep goals on track through changes. Use the resources here to learn more.


Contact your financial professional to learn more.

Fixed index universal life insurance is subject to health and financial underwriting.

Allianz Life Insurance Company of North America (Allianz) does not provide financial planning services.

This content is for general educational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, its affiliates, and their employees and representatives do not give legal or tax advice. Customers are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations.

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Products are issued by Allianz Life Insurance Company of North America, PO Box 59060, Minneapolis, MN 55459-0060. (P64339)