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Secure Your Family’s Future with

Estate Planning and Life Insurance

  • Oct 1, 2024 @ 12:00 - 1:00 PM CST
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Estate planning is more than just preparing a will. It’s about ensuring your loved ones are financially secure, even in the most unexpected circumstances. Incorporating life insurance into your estate plan can provide the protection and financial security your family needs.

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This Webinar Is For You If:

  • You’re a Business Owner: Planning to pass down your business to your heirs? Life insurance can help equalize inheritance or provide the necessary funds for a buy-sell agreement, ensuring the continuation of your business without financial stress on your loved ones. Learn how business owners can benefit from life insurance in estate planning.
  • You Have Young Children: Worried about how your children’s expenses will be managed after you're gone? We’ll discuss how life insurance can cover ongoing expenses like education and living costs, reducing the financial burden on their guardians. We'll also cover how to set up guardianship and protect your children's inheritance through a trust.
  • You Care for a Disabled Loved One: Concerned about how your loved one will be cared for after your passing? Special needs planning with life insurance ensures their continued care while protecting their eligibility for government benefits.
  • You’re Charitably Inclined: Want to make a significant contribution to a cause close to your heart? Life insurance can provide a larger gift to a charity than you might be able to afford during your lifetime. Charitable giving with life insurance offers a meaningful way to leave a legacy.
  • You’re Facing a Large Estate Tax Bill: Do you have a high-net-worth estate? Life insurance can provide the liquidity needed to cover estate taxes and ensure your family doesn’t need to sell off assets to pay the bill. Learn how an Irrevocable Life Insurance Trust (ILIT) can help shelter proceeds from estate taxes.
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Why Attend?

In this webinar, you will gain valuable insights into the estate planning process, how it can work alongside insurance. You will learn about:

Understand Beneficiary Designation

The right beneficiary designation is critical. We’ll explain the risks of naming a minor or adult beneficiary directly, and why designating a trust as beneficiary may provide better asset protection from creditors, divorcing spouses, and poor financial decisions.

Explore Trust Options

Learn about using a Revocable Living Trust (RLT) or an Irrevocable Life Insurance Trust (ILIT) to ensure your life insurance proceeds are distributed according to your wishes. We’ll guide you through trust administration, gift tax exclusions, and policy premiums for these strategies.

Prepare for Estate Liquidity

Estate liquidity is essential when covering taxes and final expenses. Life insurance provides a way to ensure funds are available when needed. We’ll discuss the tax implications of life insurance in an estate plan and how to avoid probate with proper planning.

Exclusive Bonuses!

Attendees will receive exclusive access to additional resources about estate planning and life insurance strategies. Plus, ensure you never miss a tip with the event replay—available only to registrants.

Your cost today: $0
The investment in your future: priceless

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Common Questions We’ll Answer:

Learn how life insurance can provide financial security for your beneficiaries, help cover estate taxes, debts, and ongoing expenses, and be used to equalize inheritance among heirs.

Understand how a trust can ensure controlled distribution, protect assets from creditors, and provide for minor or disabled beneficiaries without disqualifying them from government benefits.

Discover how naming a trust as the life insurance beneficiary shields proceeds from creditor claims and legal judgments, ensuring your heirs retain the full benefit.

We’ll explain how an Irrevocable Life Insurance Trust (ILIT) can reduce potential estate taxes and how gift tax considerations apply to premium payments.

Learn how to create a trust as the beneficiary and appoint a guardian to manage the funds until the child reaches adulthood.

Understand the exposure to creditors, divorce, or financial mismanagement that comes with directly naming an adult. We’ll explore how a trust can provide added protection.

Here's what attendees had to say about our previous webinars:

Richard

The speaker was exceptional with her in-depth knowledge of the subject matter, in her presentation and in her explanation of the subject matter. I found the session to be very worthwhile and look forward to attending the next broadcast.

Maria

It was very informative for someone who does not know much about estate planning.

Toni

The webinar was on point. I received a lot of valuable information that will be very useful. The presentation was very professional.

Beth

The speaker presentation was clear and concise. She answered all questions that were asked in a manner that was understandable to all. She ensured that all questions were answered before ending the webinar. A contact number was provided if we had questions later.

Carolyn

The presentation was clear and easy to understand. The speaker spoke in a clear voice and was not boring. The slides were well thought out as they did not include too much or unnecessary information.

Rania

Spoke at a great pace. Gave great info. Left me with a lot of think about.

Speaker

Antoinette Bone

Antoinette Bone is a seasoned attorney focusing her practice in estate planning, probate, guardianship, and asset protection planning for high-income married professionals and business owners. She combines legal expertise with a compassionate approach. Her dedication to crafting personalized estate plans makes her a trusted advisor to her clients.

With a rich background that includes serving as an Air Force JAG officer and an Assistant District Attorney, Antoinette’s legal expertise is extensive and diverse. These experiences have sharpened her strategic thinking and work ethic, making her a trusted advisor in estate planning, probate, and guardianship. 

Antoinette established her practice in 2011, focusing on delivering tailored solutions and staying abreast of the latest developments in her field.
Antoinette’s approach to estate planning is deeply client-focused. She recognizes that each individual requires a unique plan, reflective of their personal wishes and circumstances. Committed to staying at the forefront of her field, she offers current and effective solutions to her clients, ensuring their peace of mind and security of their legacies.
Antoinette’s journey to estate planning was fueled by her adventurous spirit and a desire to serve. From road trips in her childhood to studying at the University of California, Berkeley, and later at Syracuse University College of Law, her experiences have shaped her understanding of the significance of legacy and protection. Her tenure as a JAG officer, living and traveling in Europe and Asia, further cemented her passion for helping others secure their futures.
Antoinette Bone is more than an attorney; she is a guardian of legacies, a personal advisor, and a protector of futures. Her blend of professional excellence and personal dedication positions her as a reliable and empathetic choice for those seeking peace of mind in estate planning.
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  • 800 N. Industrial Blvd., Suite 106
  • Euless, TX 76039

Office Hours

  • Mon-Thurs: 8:30am-5:00pm
  • Fri: By Appointment Only
  • Sat/Sun: Closed

Driving Directions

Although the address is Industrial Blvd, the office is actually on Clinic Drive. Look for the tall red Super Value Pharmacy sign. Whether coming from the North or the South, you will turn off Industrial Blvd. onto Clinic Dr. Our building is located up the hill just past the Super Value Pharmacy. The entrance is at the far end of the building.

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Practice Areas

Service Areas

  • Arlington, TX
  • Bedford, TX
  • Euless, TX
  • Fort Worth, TX
  • Grapevine, TX
  • Hurst, TX
  • North Richland Hills, TX
  • Collin County, TX
  • Dallas, TX
  • Denton County, TX
  • Johnson County, TX
  • Parker County, TX
  • Tarrant County, TX

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Disclaimer

Material presented on The Law Offices of Antoinette Bone, PLLC website is intended for information purposes only. It is not intended as professsional advice and should not be construed as such. If you communicate with us through this site or otherwise in connection with a matter for which we do not already represent you, your communication may not be treated as privileged or confidential and does not create an attorney-client relationship between you and the firm. If you communicate with us by e-mail in connection with a matter for which we already represent you, please remember that Internet e-mail is not secure and you should avoid sending sensitive or confidential Internet e-mail messages unless they are adequately encrypted.

Please confirm that you understand the consultation is paid and the fee is $350.

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