At Palm Beach Trust, L.L.C, we specialize in assisting and refining estate planning strategies for high net-worth clients from all over the world. The area in which we primarily focus in is in the utilization of fixed insurance products as estate-tax planning tools that offer the liquidity needed to ones heirs to pay Federal Estate Taxes. We provide clients with the best information available with regard to the use of Whole and Universal Single-Life, and Joint-and-Last Survivor Life Insurance vehicles. We also review and improve existing policies, as well as look at "other" creative ways in which to minimize Federal Estate Taxes. Whether you have existing policies in force, or have a current need for life insurance to pay for the immense cost of Estate Taxes, Palm Beach Trust, L.L.C can explore the universe of offerings of fixed insurance products that make the most sense for you and your family’s individual circumstances.

If you are a full-time resident of the state of Florida, reside here part-time, or even visit the state while conducting business or on vacation, we can assist you in person with increasing your current Death Benefit of your existing policy at no additional expense. In some cases, we have seen scenarios where clients can increase their Death Benefit by as much as sixty percent or more at zero additional cost. (See case scenario) If you reside out of state, we have the ability to get licensed in your home state and then accommodate your needs. (Currently we are licensed in Florida & Massachusetts). If you already own an existing policy and are comfortable with the current amount of Death Benefit, but wish to lower your annual premium expense, we can also attempt to accomplish that as well.

Palm Beach Trust, L.L.C. confines its activities specifically to high net-worth individuals who’s net worth more than exceeds the current Unified Credit Limits of the IRS (3 1/2 million dollars per spouse). If you have a need for us to review your individual circumstances or existing policies, please contact us at info@PalmBeachTrust.com. Please include your name, the best way to contact you and the state in which you currently reside. For legal reasons, Palm Beach Trust, L.L.C will not attempt to offer advice or services until we have been duly licensed in your home state.