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Showing posts from January, 2019

Estate Tax and Life Insurance

"Will the estate tax increase again or go away completely?"
"Will the exemption of $11 Million per person go back to $2.5 Million?"
These are the most common questions I am asked about how to plan for the impact of estate taxes in the future. There is no certainty and that can be frustrating. The estate tax and the exemption levels become part of the political dialogue and both have been whipsawed over the years.

There are some interesting strategies to consider that make sense under any scenario. Succession planning is most successful when you take advantage of maximum transfer amounts without taxation.

Life Cycle Financial Planners works with individuals, families and businesses to help them with succession planning, wealth transfer strategies and asset protection. We specialize in fixed indexed annuities for creating guaranteed lifetime income in retirement.
Contact Ted Bernstein at 561-869-4500.