Integrating Life Insurance Into Planning For Ultra-High-Net-Worth Individuals

Integrating Life Insurance Into Planning For Ultra-High-Net-Worth Individuals

These clients must now embrace the permanence of higher estate taxes and the challenging search for tax deferral

 

Yogi Berra was right: “It ain’t over till its over.” Now that the year-end rush of gift planning has been mostly completed, many ultra-high-net-worth (UHNW) clients (that is, clients with a net worth of $25 million or more) may erroneously assume that they’re finished with estate planning in 2012 and beyond. Not true. 

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