Implementation: Retirement & Insurance Resources understands how challenging the process of estate planning can be. We know that making decisions may be difficult. Choices may be easier.
There is no added fee to help you analyze, compare and coordinate the most effective use of insurance and your most efficient implementation strategy. Through our conscientious interaction with your other advisors, we can show you the various financial scenarios that best meet your particular estate and financial needs. Some of the most prevalent economic and financial strategies include:
Annual and Lifetime Exclusion Gift Tax analysis
Family Partnerships, GRATs and Defective Grantor Trusts
Generation Skipping (GST) maximization and situs analysis
Premium funding techniques, including Premium Financing options
Private Placement opportunities (with unique “M” high limit capacity)