You may be able to have a huge life insurance policy:
Without writing any premium checks.
With no personal liabilities.
And save your unified credits too!
No premium financing is needed with this unique life insurance method.
No premium financing is needed with this unique life insurance method.
When you have questions about estate taxes and funding with life insurance, let me be your source. Why?
Life insurance and estate taxes have four important considerations.
#1. Accounting.
#2. Law.
#3. Estate tax strategy.
#4. Experience.
#1. Accounting. A deep understanding of business and personal finance is necessary to get the best outcomes. I received a Bachelor of Science in Accountancy from Northern Illinois University, and a Certified Public Accountant Certificate from the University of Illinois. I am a member of the American Association of Attorney-Certified Public Accountants, the Illinois Society of Certified Public Accountants, and the American Institute of Certified Public Accountants.
#2. The law. With yearly tax law updates, it is necessary to understand the tax law changes and implications. I have a Juris Doctor with Distinction from John Marshall Law School, and am a member of the Illinois Bar Association, Chicago Bar Association, and the American Association of Attorney-Certified Public Accountants. I am experienced in corporate, LLC, partnerships, trust entities, and contracts including cross-border contracts. This helps you to achieve the best comprehensive strategy to achieve an effective estate tax plan.
You will want the proper legal entities and documentation for business succession planning, wealth transfer, and charitable plans.
#3. Estate tax strategy. I was employed by the Internal Revenue Service for over 23 years. I spent five years as an Internal Revenue Agent, five years as an International Examiner, and over thirteen years as an Appeals Officer. As an Appeals Officer, I oversaw both complicated and high-profile tax appeals.
#4. Experience. Since 1996, I have been in private practice helping arrange thorough and compliant estate tax strategies for private individuals.
Estate tax planning can be difficult. You want direct answers without jumping to conflicting resources. I can help you create a comprehensive estate tax plan to address legal entities, types of trusts, insurance considerations, ease of wealth transfers, financing options, and more.
Get quick, accurate, legal, and professional estate tax planning advice in one place to make your planning efficient and less stressful. Feel confident that all parts of your estate tax planning strategy will work seamlessly.