TES

Some Americans Are Being Turned Away Trying to Buy Life Insurance

Due to economic pressure, “Some Americans Are Being Turned Away Trying to Buy Life Insurance”. At Tax Efficient Solutions we help guide your clients through the underwriting process and quagmire of carrier new rules and limitations that are coming out faster then people can process. Premium financing is a technique that utilizes a loan from an independent …

Some Americans Are Being Turned Away Trying to Buy Life Insurance Read More »

Foreign Currency Lending Solution Using The Swiss Franc

Foreign Currency Lending Solution using the Swiss Franc Utilizing Cross Currency Swap Currency Swaps can help mitigate the risk of unwanted interest rate fluctuations while further reducing interest expense. In addition to US Dollar LIBOR based loans, Tax Efficient Solutions has access to use Swiss Franc LIBOR rates. If a client wants to take full advantage …

Foreign Currency Lending Solution Using The Swiss Franc Read More »

Think Of Life Insurance As Being Future Money, And Not As An Expense.

Today’s political and economic climate gives the high-net-worth individuals advantageous planning opportunities given the current exemption numbers. Today’s tax exemption numbers are beyond comprehension and the highest that they have ever been. When done correctly, the techniques used to create these estate plans in minimizing tax exposure and maximizing the individuals’ legacy are highly effective. …

Think Of Life Insurance As Being Future Money, And Not As An Expense. Read More »

Positive Planning Strategies In A Challenging Health and Economic Market

Positive Planning Strategies in a Challenging Health and Economic Market As we continue to move forward during these difficult times, it is important to note that individuals still have ways in which their wealth can benefit. We explore various ways in which your assets can benefit in this type of climate: Gift Depreciated Assets Now …

Positive Planning Strategies In A Challenging Health and Economic Market Read More »

When It Comes To Estate Planning, Not Having A Plan Is A Plan. But Not A Good One.

When it comes to estate planning, not having a plan is a plan. But not a good one. There are many individuals who have yet to create an estate plan, many of whom are high-net-worth and ultra-high-net-worth individuals. Your hard-earned money will go to one of four places: family, friends, charity, or the government. You …

When It Comes To Estate Planning, Not Having A Plan Is A Plan. But Not A Good One. Read More »

Financial Insights To Guide Your Decision Making

Financial Insights To Guide Your Decision Making. Estate planning is always an inexact science. Political sentiment changes, budget priorities shift, and fiscal realities set in. Thus, estate planning professionals urge individuals to take advantage of, but most importantly, take control of these conditions to ensure that the client is structured to move forward efficiently. The …

Financial Insights To Guide Your Decision Making Read More »

Does Chaos Create Opportunity In The Estate Planning World?

The saying “chaos creates opportunity” applies to the estate planning world now more than ever. With the upcoming election, it is vital to have the correct estate plan that will not only preserve but also grow your financial assets and continue building generational growth. Senator Sanders introduced the “for the 99.8 Percent Act” in the …

Does Chaos Create Opportunity In The Estate Planning World? Read More »

International Tax Planning 101

What’s the difference between residency and domicile for tax purposes? High profile cases such as Prince Harry’s marriage to Meghan Markle made headlines, however, encountering cross-border planning is no longer a rare event. Many non-royal families commonly face complex international tax issues. The importance of developing an estate plan that not only fulfills the multi-jurisdictional …

International Tax Planning 101 Read More »

Facebook
LinkedIn