Resources

A growing percentage of GHNW individuals own businesses, property, and investments in North America and seek U.S.-based life insurance to solve many of the hurdles they may bring.

There are many ways to fund premiums for life insurance policies owned by an Irrevocable Life Insurance Trust.

Although only 0.07% of U.S. taxpayers will pay any estate tax, those subject to paying the tax face challenges around how to best fund the looming obligations for liquidity.

Shareholder agreements, life insurance trust, difficult justification of death benefits

The secure act creates a path of leaving a more meaningful legacy.