Estate Tax Reduction Strategies and Philanthropic Planning
As most know, you can gift cash and securities to charities and receive a tax deduction; however did you know that it is possible to make such a gift and receive a current tax deduction and create a flow of income from the charity? Using life insurance, this income flow can be leveraged to replace the value of the gifted asset for your heirs. The replacement vehicle can even be set up outside of your estate. The Jordan Insurance Group can help you do this, as an experienced leader which can effectively handle your estate tax needs.