Life Insurance as an Asset Class

Life Insurance as an Asset Class

A flexible and multi-faceted tool for wealth preservation

Flexibility is a key component of estate planning. Despite the permanence of the American Taxpayer Relief Act of 2012 (ATRA), wealth planning has never been more complicated than it is today. It’s highly recommended to devise estate plans tailored to a client’s specific asset type and value, residence and tax profile to incorporate maximum flexibility.

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