What About Taxes?
An effective tax plan is always an important component of economic well-being. The Sorrell tax professionals carefully select solutions which reflect the best tax information and the intimate knowledge of the use of life insurance strategies.
Life insurance is used to lessen one’s tax burden created by ‘deemed disposition’ rules while at the same time providing the required liability funding and asset protection with risk transfer to the insurer.
Establishing an understanding of each client circumstance enables the Sorrell professionals to develop an effective tax strategy as part of the comprehensive estate plan.
Related Technical Strategies & Concepts:
- Deemed Disposition Rules
- Capital Dividend Account
- Post Mortem Tax Planning
- Tax Treatment of Assets
- Specialized Investment Loan Facility
