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Welcome to The Brady Resource Center TM At Thomas Brady & Associates, we specialize in the custom application of life insurance products to enhance a wide variety of estate and business planning solutions. The Brady Resource CenterTM is a collection of sample legal documents, legislative and regulatory developments, and estate and business planning concepts. They all relate directly or indirectly to the advanced life insurance applications we specialize in. Although not all estate and business plans involve life insurance, all advanced life insurance plans involve estate and/or business planning. For this reason, we created The Brady Resource CenterTM as an assist to the elite estate, business, and tax planning experts we are privileged to work with. |
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This Washington Report provides a summary of key points and frequently asked questions posed by AALU members regarding the current state of estate tax legislation. In addition, this bulletin points to several key events and materials that will be produced by AALU to assist producers in the estate planning arena during this time of uncertainty.
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Private Financing with Case Study: Wealth transfer costs can significantly reduce the value of the legacy that clients intend to leave behind to their loved ones. Using Private Financing to lend money to fund an ILIT is one solution to mitigate the tax impact.
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