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[Case Study] Planning for a Tax-Efficient Legacy Using an Irrevocable Life Insurance Trust
Mike (Age 59) and Carol (Age 57) have an $18 million estate. They both recognize that under current laws their estate would not be taxable today. They also recognize the current laws are scheduled...
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Buy Sell Agreements for Closely Held and Family Business Owners
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Advising individuals, families, and business owners on their existing permanent life insurance coverage continues to be challenging. In fact, I just hung up the phone after waiting for over an hour...
The Importance of Life Insurance Policy Reviews
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Family Protection
What Are The Different Types of Life Insurance Policies?
Life insurance policies can be very simple or extremely complex given the circumstances. Much of this is a function of the type of policy and how it is being used.
Business Planning
The Definitive Guide To Split Dollar Life Insurance Arrangements
A Split-Dollar Life Insurance plan is a sophisticated strategy that can help with the payment of life insurance premiums. A life insurance policy’s...
Estate Planning
![[Case Study] Planning for a Tax-Efficient Legacy Using an Irrevocable Life Insurance Trust](https://m3c9f7m7.delivery.rocketcdn.me/wp-content/uploads/2024/08/fi-irrevocable-life-insurance-trust-case-study-1-400x250.png)
[Case Study] Planning for a Tax-Efficient Legacy Using an Irrevocable Life Insurance Trust
Mike (Age 59) and Carol (Age 57) have an $18 million estate. They both recognize that under current laws their estate would not be taxable today....
Accumulation
![[FACT] There Is No Such Thing As A Section 7702 Plan](https://m3c9f7m7.delivery.rocketcdn.me/wp-content/uploads/2016/09/fi-section-7702-life-insurance-plan-400x250.png)
[FACT] There Is No Such Thing As A Section 7702 Plan
Have you ever heard of Section 7702 Plan? I hadn’t either until a few weeks ago. That’s when a colleague of mine reached out and asked me this very...
Planning Solutions
Irrevocable Life Insurance Trust (ILIT) for Estate Planning
Life insurance owned by an irrevocable life insurance trust (ILIT) can be the easiest and most efficient way to pay estate taxes. If you want to...
Life Insurance Products
The Importance of Life Insurance Policy Reviews
A life insurance policy review is an important process that will help you understand your current coverage and make sure it still meets your needs....
