Wealth Preservation Through Prudent Planning* Susan lost both of her parents at the relatively young age of 27. They were able to pass on a sizable inheritance. Although many people would have considered her to be very comfortable financially, Susan knew that it would take careful planning to make her parents’ legacy last so that she could pass it on to her children. Fifth Third Private Bank worked with her to maximize the tax benefits1 of educational savings programs in her state. They also discussed the value of using life insurance as an estate planning tool and structured her portfolio to provide an additional income source to help her give her children the lifestyle she knew her parents would want them to enjoy. achieve *The circumstances surrounding this case study are representative of actual clients of Fifth Third Bank Investment Advisors. To ensure the privacy of our clients, the names and some of the facts have been changed. Recommendations and results may vary with each client based on their current financial picture and goals. There are no guarantees that any strategy described in this publication will perform as expected. Investment results cannot be predicted or forecasted and will vary depending on market conditions.
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