Your life insurance professional will be your trusted adviser responsible for creating a comprehensive plan designed to take care of your family when you’re gone. Because of all that is at stake when selecting your life insurance adviser, we have put together the top 8 things you should consider to make the right decision for you and your family.
Due to continuous increases in the gift, estate and generation-skipping transfer (GST) tax exemptions over the past 5 years, estate planning opportunities have never been as extensive. Families should use these laws as a chance to update their current plans and take advantage of these opportunities.
With Donald Trump getting set to take office, many high-net worth clients and advisors are curious about how to best structure their financial plans and products to fit the potential future tax landscape. See our latest paper “High net Worth Planning During Potential Tax Reform” for planning considerations and best practices in light of potential reforms.
Do you have a plan or vision for your car collection? Have you taken the necessary steps to ensure your intentions are met after you’re gone? Is it the best plan? If you answered no to any of the above, it’s important to know that there are options, but even more important to understand the trade-offs associated with each one.