Spousal Lifetime Access Trust: Gifting Without Giving it All Away
When most people think of gifting assets to reduce their taxable estate, they assume those assets are gone forever - out of reach for good. But what if there were a way to remove assets from your...
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The Ultimate Guide to Life Insurance Premium Financing (Ultra Affluent Families, This One’s For You…)
Life insurance premium financing enables an owner of a life insurance policy to borrow money to pay premiums. There are several different scenarios where life insurance premium financing may be...
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Family Protection
7 Advantages of Term Life Insurance for Family Protection
Term life insurance is the easiest and most affordable way to protect against the financial loss of a parent. Although term life insurance may not...
Business Planning
The Definitive Guide To Split Dollar Life Insurance Arrangements
A Split-Dollar Life Insurance plan is a sophisticated strategy that can help with the payment of life insurance premiums. A life insurance policy’s...
Estate Planning
Spousal Lifetime Access Trust: Gifting Without Giving it All Away
When most people think of gifting assets to reduce their taxable estate, they assume those assets are gone forever - out of reach for good. But what...
Accumulation
Planning Solutions
The Importance of Life Insurance Policy Reviews
A life insurance policy review is an important process that will help you understand your current coverage and make sure it still meets your needs....
Life Insurance Products
Low Interest Rates Causing Permanent Life Insurance (Universal and Whole Life) to Massively Under Perform
Crediting rates and dividend rates on permanent life insurance policies are at all-time lows and will likely continue to decrease. An...
![[CASE STUDY] How A Restricted Property Trust Reduced Our Client’s Tax Rate From XX.X% to YY.Y%](https://staging.mericleco.com/wp-content/uploads/2016/09/fi-restricted-property-trust-case-study-400x250.png.webp)