Aug 31, 2021 | Article, Asset Protection, Estate Planning, Retirement Planning, Tax Planning
One of the more interesting ways that some wealthy families are addressing certain financial needs and concerns is through the use of private trust companies. Private trust companies can offer benefits to select wealthy families.Some reasons to consider a private...
Aug 24, 2021 | Article, Estate Planning, Tax Planning
If you’re not careful, you could end up leaving your family with a massive estate tax bill – without the liquidity to pay it. To avoid that outcome, elite wealth managers are increasingly looking to a type of financed life insurance that can be especially...
Aug 17, 2021 | Article, Asset Protection, Charitable Giving, Tax Planning, Virtual Family Office
Private placement life insurance (PPLI) helps mitigate the tax bite from a variety of different types of investments and makes it possible to capture returns tax-free.Even if the government lowers the tax rate going forward, you still come out ahead using PPLI if you...
