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706.733.6888

Second-To-Die Policy in Augusta GA & Waynesboro GA

Ensure the Future of Your Estate.

Between physical assets and financial successes, there are many things that married couples share. Dawson Taylor & Company knows that couples today can easily accumulate wealth in the millions, which means hefty estate taxes in the event of either spouse’s passing. A Second-to-Die policy, also known as Survivorship Insurance, is a type of joint insurance that covers the lives of two people, usually married couples, where the death benefit is not paid until the death of the second insured person.

Under federal tax law*, you are permitted to leave an unlimited amount of personal assets to the surviving spouse, allowing you to postpone estate taxes until the death of the second spouse. While this lets you keep personal assets, such as home or business, within the family, it also means that your beneficiaries may be faced with paying a large estate tax after your passing.

A Second-to-Die policy from Dawson Taylor & Company gives your beneficiaries the means to pay off your estate taxes without having to liquidate the personal assets you’ve worked hard to attain. And because the policy insures more than one person, you’ll also enjoy a lower premium, and the total cost of the insurance will be cheaper than the estate taxes your beneficiaries will be liable to pay.

Due to the specialized nature of Second-to-Die insurance, some limitations may apply. It’s important to discuss your options with an insurance specialist from Dawson Taylor & Company to determine the right amount coverage for you and your family.

*Federal income tax laws are complex and subject to change. Neither Nationwide nor its representatives give legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions. 

Our Locations

Dawson Taylor & Company - Main Location

3510 Wheeler Road
Augusta, GA 30909
Main office: 706-733-6888

Dawson Taylor & Company - Waynesboro

525 W 6th St
Waynesboro, GA 30830
Main office: 706-554-1685

Our Providers

Testimonials

Lisa Allen is my agent for both of my business and she has been wonderful to have as an agent. She has gone out of her way on many occasions to help me when I needed something done. While I know she has many clients, she always makes me feel like my business is important and she is ready to help anytime needed. Strongly recommend.
Lisa Getson
We absolutely love the service we get with Lisa Allen at Dawson, Taylor & Co. I never have to wait long for any requests or replies to emails. She goes above and beyond for Rob Zapata's Electric, Inc. We get calls every year to requote but I tell them you can't beat the service along with the friendship gained with Dawson & Taylor. They really take care of us and take their job very seriously. Thanks for all you do!!!!
Chrissy Parker
Dawson, Taylor, and Co. is a great insurance brokerage firm. My car insurance had increased dramatically so I went to them for help. They were able to give me options and I chose a reputable insurance company that provides the same coverage at a greatly reduced price. I've been so pleased with D, T, and Co., I've since moved my homeowners through them as well. Highly recommend.
Ben Childs