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Month: April 2025

Unlocking Wealth: The Power of Private Placement Life Insurance for High-Net-Worth Individuals
Asset Planning

Unlocking Wealth: The Power of Private Placement Life Insurance for High-Net-Worth Individuals

admin04/28/202504/27/2025 18 Views

Discover how Private Placement Life Insurance (PPLI) serves as a strategic tool for tax-efficient wealth growth, particularly for billionaires and high-net-worth individuals. This article explores the benefits, structure, and strategies of PPLI, offering insights into its role in effective wealth management.

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3 min read
QPRT Time Bombs: What Happens When Your Life Expectancy Outlasts the Trust Term?
Asset Planning

QPRT Time Bombs: What Happens When Your Life Expectancy Outlasts the Trust Term?

admin04/28/202504/27/2025 17 Views

Discover the hidden risks of a Qualified Personal Residence Trust (QPRT) when your life expectancy exceeds the trust term. Learn how to avoid costly mistakes and ensure your estate planning remains secure.

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4 min read

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