If you are in in the market be careful between now and August 13th. I sense the potential for a precipitous drop in stocks during mid summer of 2010. Also the Estate Tax will not be reformed, I guarantee it. Might want to look into Fixed or Indexed Annutities. Also my prediction is that Interest [...]
If you have counsel draft an ILIT make sure that if you wish to use it for a joint or survivorship policy in the future that the ILIT is amendable. Or better yet do not draft an ILIT for an individual life policy if at all possible…
Joint life is ALWAYS more efficient
I wanted to apprise you all of the tools and strategies that we are using with various types of Life Insurance and Insured products to assist clients in both high tax brackets as well as clients with a high net worth who are subject to the Estate Tax.
1. Advanced Estate Planning with
If advanced estate planning is your need call Drew Kitchell with Devlin Financial Services. 970-925-9090
Using Irrevocable Life Insurance Trusts for Estate Tax Mitigation Individuals that may be subject to the Estate Tax in the future often consider using Irrevocable Life Insurance Trusts for the purpose of Estate Tax Mitigation. Given that affluent individuals whose estates are larger than current exemption amounts are subject to the 45% Estate Tax, it [...]
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