The New Wealth Transfer: Integrating Estate and Long-Term Care Planning
Working with a high-net-worth client who is facing a certain level of exposure to federal estate tax and is seeking strategies to enhance their wealth transfer plan? If so, let us introduce you to the “New Wealth Transfer.” Equal parts long-term care and estate planning, this conversation expands on integrating long-term care coverage with an irrevocable life insurance trust (ILIT) either repurposing the ILIT entirely or simply enhancing it by increasing the amount that can be transferred to the next generation with estate tax. Together, these strategies position clients well for future changes to estate tax law as well as delivering an effective Long-Term Care funding strategy.
Complete the form to request a session with our team.