Whitepaper: Advised and Custom Drafted Contracts of Life Insurance for Asset Protection
An Advised and Custom contract of life insurance may be able to help with protecting hard earned assets:
An Advised and Custom drafted contract of life insurance or annuity contract may help further protect estate property from the highly litigious world clients sometimes find themselves living in.
Protection, by Way of Exemptions from…
Whitepaper: Advised Life Insurance Contracts for International Tax Planning
An Advised and Custom drafted contract may help with many long term planning needs including planing for coming to the U.S.
An Advised and Custom drafted contract of life insurance may be a useful long term planning tool that can take care of more than one planning issue. If designed and planned properly an Advised and Custom drafted contract of life insurance may not…
Some Comments on Regulation
We understand what does and does not work. If a life insurance policy can be intentionally designed to go off the books then the converse is also true: it can be designed to succeed.
Some Comments on Regulation
By: Peter R. Moison, J.D. TEP, President
On August 9, 2011 the Wall Street Journal published an article entitled: Fed Up: A…