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Life Insurance and Trust Planning: Insights from Special Guest Sarah Moore
Manage episode 402023049 series 3434332
المحتوى المقدم من Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Life insurance can be a valuable estate planning tool for generational wealth planning, creating liquidity and time diversification. On this week’s episode, Michael Clear and special guest Sarah Moore, Director of Advisor Relations at the Coyle Company, a firm that handles estate planning and business planning matters, discuss the importance of reviewing existing life insurance policies and portfolios to ensure they align with long-term estate planning goals. They delve into the impact of rising interest rates on life insurance policies and loans, and the need for trustees to regularly review policies for optimal performance. Tune in to learn how life insurance and proper trust planning can be a powerful estate planning tool for high-net-worth clients.
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