Category Archives: Taxes

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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