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Life Insurance and Trust Planning: Insights from Special Guest Sarah Moore
Manage episode 402023049 series 3434332
Contenu fourni par Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.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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