A policy with an investment component that addresses both income and estate tax goals. PPLI is a type of variable universal life (VUL) insurance that provides the same death benefits as other life insurance policies while allowing for the possibility for significant growth in cash surrender value. With recent changes to the premium tax on
Read our newest research report on inheritance planning and communication. How do you prepare your children for their inheritance without demotivating them? What is the sense of stewardship responsibility among inheritors? Are you communicating with your family or advisor about the impact of wealth on relationships? Many families struggle with inheritance communications and planning, but
Learn why Delaware is a premier location for your new or existing trust.