NEW USER REGISTRATION Home Agent "Home-Based" Toolkit Team LIFE Capabilities Brokerage Services Policy Review Income Planning Estate Planning Foreign Nationals Wealth Building Whole Life Insurance Planning Sales Tools Annuities New Business Underwriting Resources Contact Us LIFE Links QUOTES FORMS iGO e-App LICENSING KIT Email Us Estate Planning PRACTICAL PLANNING IDEAS YOU CAN USE Tax reform Allows for transfer of wealth in enormous proportions through year 2025* Trust planning Plan with flexibility, control, asset protection, and dynastic language for children, grandchildren and future descendants • Revocable and Irrevocable Trusts • Asset Protection against Divorce and Creditors • Dynasty Trust • Chronic Illness and Long-Term Care • Spousal Lifetime Access Trust (SLAT) Life insurance planning opportunities • Product structure with focus on maximizing IRR to trust/family • Increased ability to make gifts for purchase of life insurance • IRA/RMD Rescue Planning in favorable tax brackets through 2025 • Insured Dynasty Trust Creation of wealth to be passed down in trust to multiple generations while avoiding estate taxes due at the death of each generation • Split Dollar Identifies the party needing the insurance and the party with ability to pay premium and “splits” the responsibilities - Corporate Leverage corporate dollars to create personal wealth - Private Creates optimal flexibility, minimizes gifts, using most favorable AFR rates in history - Generational Gift tax efficient strategy that creates wealth for grandchildren and future descendants • Commercial and private financing of premium for life insurance • Sale of income producing assets via installment sale to IDGT • Increased exemption for life insurance inside qualified plans * Subject to change based upon Political landscape post 2020 election. Download Estate Planning PDF A New Look on LIFE... Click Here to review our Privacy Policy Sections Home Agent "Home-Based" Toolkit Team LIFE Capabilities Brokerage Services Policy Review Income Planning Estate Planning Foreign Nationals Wealth Building Whole Life Insurance Planning Sales Tools Annuities New Business Underwriting Resources Contact Us Quick Links QUOTES FORMS MEDICAL REQUIREMENTS CASE STATUS iGO e-App CONTACT 609-613-4000 TeamLIFE@lifebrokeragellc.com 2 Central Avenue Hammonton, NJ 08037 Copyright 2021 Life Brokerage, LLC.