Gifting isn't for everyone. Even though Congress has expanded the lifetime gifting and GST exemptions through 2012, some well-to-do clients won't feel comfortable about making large gifts.
This new consumer brochure discusses three strategies in which life insurance can be used to pass on family wealth without making gifts: the Standby Trust strategy, Inter-Family Loans, and Private Split Dollar arrangements.
Use it in your estate planning meetings with wealthy clients. Download....
Showing posts with label family loans. Show all posts
Showing posts with label family loans. Show all posts
Thursday, November 10, 2011
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