Estates, Gifts, and Trusts Video
Irrevocable Life Insurance Trusts
Continuing our exploration of estate planning instruments, we’ll delve into the practical applications of Irrevocable Life Insurance Trusts (ILITs). We offer a detailed examination of their benefits, ideal users, and the various life insurance options that can be utilized within them.
Estate Planning Services
Continuing our focus on personalized estate planning, we tailor solutions to precisely match your family’s needs. We work alongside your legal professionals to minimize tax liabilities and provide comprehensive tax compliance for trusts, estates, and gifts.
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Expanding on the concepts of gifting and trusts, our video series provides deeper insights into leveraging these tools for optimal estate planning, particularly highlighting how Irrevocable Life Insurance Trusts (ILITs) can effectively remove life insurance proceeds from taxable estates.
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Maximize your estate planning with insights on gifting and trusts. This eight-part video series covers essential strategies, tax considerations, and the latest regulatory updates to safeguard your assets.
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Estate, Trust, and Succession Planning Services
Mark’s background in tax enables him to provide extensive services to the firm’s clients in the areas of estate and retirement planning, and business succession consulting.