Publications

PPLI rises in estate planning amid tax law uncertainty: Barron's insights
Other - MAY 15, 2024

To read this full article you need to be subscribed to Newsline.

Sign in Sign up for a FREE subscription

PPLI rises in estate planning amid tax law uncertainty: Barron’s insights

by Lewis Dayton

For advisers like Tom Callahan, director of family wealth planning for Massachusetts-based BFA Family Offices, and Brian Sak, managing partner at Houston-based Granite Harbor Advisors, private-placement life insurance (PPLI) products are appealing for their capacity to preserve generational wealth, as the death benefit can be distributed to beneficiaries tax-free, bypassing the tax liabilities typically associated with trusts, according to a Barron’s article.

With potential changes looming, PPLI is gaining traction for estate planning, as individuals seek to leverage existing tax cuts before they potentially diminish.

To read the full article, click here.

Forgot your username or password?