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Case Study: Repurposing Life Insurance as an Estate Planning Tool

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Manage episode 406056402 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Text us your financial questions!

Chief Investment Officer Troy Harmon, CFA, CVA, is joined Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the expanded estate tax exemption limits expire and revert to 2017 levels.

Read the Article: https://www.henssler.com/the-role-of-irrevocable-life-insurance-trusts-in-estate-planning

  continue reading

567 episodes

Artwork
iconShare
 
Manage episode 406056402 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Text us your financial questions!

Chief Investment Officer Troy Harmon, CFA, CVA, is joined Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the expanded estate tax exemption limits expire and revert to 2017 levels.

Read the Article: https://www.henssler.com/the-role-of-irrevocable-life-insurance-trusts-in-estate-planning

  continue reading

567 episodes

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