Furthermore, the Company specializes in Estate Planning, with a particular emphasis on establishing ILITs.

This crucial service enables clients to effectively transfer assets, reduce or defer inheritance taxes, and ensure controlled wealth distribution upon death.

The ILIT removes life insurance proceeds from the taxable estate, provides immediate liquidity for heirs to cover estate settlement costs and taxes, and helps preserve the majority of the estate for beneficiaries.

PQ Financial’s expertise in navigating these complex legal and tax structures ensures that clients' legacies are protected and transferred efficiently across generations.