Jun 17, 2022
5:30:01pm
5:30:01pm
Charitable Remainder Trust - then use the funds from that to buy whole life for
your heirs to replace the asset you will be donating to charity when you die.
It would be an inheritance tax strategy done in conjunction with your tax attorney. If you had $50 million in assets, this could be a big part of your tax and estate planning. Even then, it may not be the best strategy.
It would be an inheritance tax strategy done in conjunction with your tax attorney. If you had $50 million in assets, this could be a big part of your tax and estate planning. Even then, it may not be the best strategy.
- Bio page
- Cougarbib
- Joined
- Jul 28, 2003
- Last login
- Sep 20, 2024
- Total posts
- 40,950 (111 FO)
Messages
Time
6/17/22 5:01pm
6/17/22 5:07pm
6/17/22 5:25pm
6/17/22 5:16pm
6/17/22 5:42pm
6/17/22 5:01pm
I always hear this but never hear those situations, could you or someone else explain a hypothetical where it works?
6/17/22 5:05pm
6/17/22 5:05pm
6/17/22 5:05pm
6/18/22 12:33am
6/18/22 3:32pm
6/18/22 8:56pm
6/18/22 9:59pm
6/19/22 11:26am
6/19/22 2:21pm
6/19/22 1:22pm
6/17/22 5:18pm
6/17/22 6:46pm
Ask him: "With respect to your advice on this whole life policy, are you a fiduciary?" and post his response here.
6/17/22 5:17pm
6/17/22 10:19pm
6/17/22 5:42pm
6/17/22 5:55pm
6/17/22 11:06pm
6/19/22 3:37pm
6/19/22 3:55pm
6/19/22 4:44pm
6/19/22 4:23pm
6/17/22 5:48pm
6/17/22 6:05pm
6/17/22 6:11pm
6/17/22 10:02pm
6/17/22 10:22pm
6/17/22 10:59pm
6/18/22 7:52pm
6/18/22 8:59pm
6/18/22 9:06pm
6/17/22 8:36pm
6/18/22 10:09pm
The exact commission paid to the agent on the contract should be a disclosed line item on the contract.
6/18/22 10:22pm
6/18/22 10:25pm
6/18/22 11:32pm
I'm still interested to learn your response to the several questions on this thread about whether an agent acts as a
6/19/22 9:28am
6/19/22 12:47pm
6/20/22 10:11am
6/20/22 11:02am
6/20/22 12:19pm
6/20/22 12:26pm
6/20/22 2:56pm
6/20/22 4:48pm
6/20/22 5:29pm
6/20/22 10:19pm
6/20/22 8:10pm
6/20/22 10:16pm
6/20/22 11:48pm
6/20/22 11:52am
6/20/22 9:01pm
6/21/22 10:52am
6/17/22 10:15pm