Working with a high-net-worth client who is facing a certain level of exposure to federal estate tax and is seeking strategies to enhance their wealth transfer plan? If so, let us introduce you to the “New Wealth Transfer.” Equal parts long-term care and estate planning, this conversation expands on integrating long-term care coverage with an irrevocable life insurance trust (ILIT) either repurposing the ILIT entirely or simply enhancing it by increasing the amount that can be transferred to the next generation with estate tax. Together, these strategies position clients well for future changes to estate tax law as well as delivering an effective Long-Term Care funding strategy.
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The contents of this document should not be considered as tax or legal advice. Any information or guidance provided is solely for educational or informational purposes and should not be relied upon as a substitute for professional advice. It is always recommended to consult with a licensed financial or legal advisor for specific guidance related to your individual situation.
