Category Archives: Taxes

Estate planning with the new tax laws

The new tax laws have a lot of heads spinning. Eric Christoffersen gave us his perspective on what to expect will change under the new tax laws and how to make sure your clients are properly prepared.  

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Diffusing the tax bomb

Do you have clients with qualified annuities that they expect to pass on rather than spend? Does the LIFO method of distribution leave your clients expecting to give Uncle Sam more than his fair share of their inheritance? Do you  want … Continue reading

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Sequence of Returns in Retirement

Do your clients have a plan for supplementing their retirement when there is a market downturn?
Planning on alternate sources of funds before retiring can help clients enjoy their golden years knowing that their future is secure.

Jason Jafferis of Prudential shares one method to bridge the income gap in retirement. Continue reading

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Creative uses for small survivorship life

Watch our latest BREW for solutions to  get some ideas little known uses for survivorship life insurance. Get creative with survivorships! Efficient funding for life insurance and passing on assets to future generations. Combine a small survivorship with a QLAC … Continue reading

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Farm Succession on the Weekly Brew

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Loan Rescue

The weekly Brew with special guest Jason Jafferis of Prudential presenting on Loan Rescue. Continue reading

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Easements on the Weekly Brew

Easements a tax deduction and funding concept. Protect land and get a tax deduction. Continue reading

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C-L-A-T

Brendon DeRouin discusses the potential advantage to a Charitable Lead Annuity Trust for retired individuals. Continue reading

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Election Periods

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