Transferring Family Wealth: The Estate Plan
Our clients benefit from creative design of trust owned life insurance strategies for either a:
- Hedge – a cost-effective way to help ensure completion of other estate planning strategies that need time to be successful.
- Asset Class – an asset designed to deliver income-estate and gift- tax-free dollars to fund estate tax whenever estate tax is due.
We work with our clients’ professional advisors as a team to make sure that the strategies we design are coordinated with their overall estate plan.