Sentences with phrase «efficient wealth transfer»

Visit this center for ideas to help your clients with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement.

Tax Advantages: Estate taxes have the potential to diminish the legacy you plan to leave your beneficiaries, but variable annuities offer options for tax - efficient wealth transfer and are not subject to probate.

Not exact matches

We typically think of life insurance as the transfer of wealth at death, but did you know that it can also be used to transfer wealth during life in a tax efficient manner?

Meanwhile, you can use permanent life insurance to help manage federal and state estate taxes, or as an efficient way to transfer wealth to heirs.

Single Premium Life Insurance for wealth transfer You can choose to pay for a life insurance policy with a single premium: this can be an efficient method of transferring your assets to your family or charitable organizations.

On this you can rely: the stock market remains an exceptionally efficient mechanism for the transfer of wealth from the impatient to the patient.»

Good point — the government is definitely not an efficient transfer of wealth.

Tax advantages - In general, the death benefit of a life insurance policy is tax - free upon receipt so it can be an extremely efficient way to transfer wealth.

Arrange for the efficient transfer of your wealth to your beneficiaries.

Created corporate and trust structures to successfully transfer wealth in a tax - efficient manner to successive generations while maintaining control with the family's business leaders.

Wealth Management: Mr. Cheever represents multiple generations of domestic and international families, focusing on the tax - efficient transfer of wealth from older to younger generations using a variety of sophisticated planning technWealth Management: Mr. Cheever represents multiple generations of domestic and international families, focusing on the tax - efficient transfer of wealth from older to younger generations using a variety of sophisticated planning technwealth from older to younger generations using a variety of sophisticated planning techniques.

Estate planning attorneys provide legal assistance to clients in order to arrange for the efficient transfer of client wealth during life and following death.

This plan is designed specifically for the wealth transfer market, which can make leaving a legacy for loved ones much easier, as well as tax efficient.

Tax advantages - In general, the death benefit of a life insurance policy is tax - free upon receipt so it can be an extremely efficient way to transfer wealth.

Life insurance is far and away the most efficient product for creating and transferring wealth on a tax - free basis.

Meanwhile, you can use permanent life insurance to help manage federal and state estate taxes, or as an efficient way to transfer wealth to heirs.