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Tag: PPLI

We discuss the basic components of a simple letter of wishes including investment instructions, beneficiary designations, appointment of a ‘consultant’, and other discreet details left only for the eyes of the Trustees. Secrecy and confidentiality are important aspects of the letter of wishes that are not replicated in other documents. Legal expertise is advised when …

Letters of Wishes: The Secrets of Trust Read More »

As the US and many other countries discuss raising individual income taxes, private placement life insurance comes again into focus. Its always been a mechanism to legally hide investments from taxes, but now it is receiving a renewed interest from even less wealthy individuals. A bullish fund manager feels a return to normalcy will send …

Friday Investment Talk: PPLI, US Recovery & Jobs Data Read More »

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