Estate Plan

Estate Plan

Some Americans Are Being Turned Away Trying to Buy Life Insurance

Premium Financing /

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 […]

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Foreign Currency Lending Solution Using The Swiss Franc

Premium Financing /

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

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International Tax Planning 101

Foreign Nationals /

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

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Tax Law Update: February 2020

Estate Planning, Foreign Nationals /

The past month included important tax law developments that will significantly affect certain individuals. Some of these tax law changes included: dramatic changes to retirement plan payouts, final regulations confirming no estate tax clawback, and a ruling confirming trustee’s severance and spouse’s disclaimer of interest in marital trust.  Final regulations confirm no estate tax clawback—Treasury

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Estate Planning is Vital for High-Net-Worth Clients

Estate Planning, Wealth Accumulation /

There are distinct advantages in planning over a longer period of time. So planning now, in 2019, may not only increase the likelihood of the planning working, it will also make the planning less risky and more secure. But, due to today’s political climate, timing is key. Protecting assets for tomorrow means making intelligent financial

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