The Power of Pre-Tax Dollars to Purchase Life Insurance

The Power of Pre-Tax Dollars to Purchase Life Insurance

Assisting high-net-worth clients with tax-efficient wealth transfer

Throughout the United States, high-net-worth (HNW) individuals face many obstacles when creating an estate plan. One common issue that arises during this process is developing liquidity. Often, there’s a need for liquidity to maintain lifestyle, substitute for income and develop a strategy for the next generation to pay estate taxes. Although this problem is

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