Life Insurance PlanningLife insurance is a foundational financial tool for estate and wealth planning that cannot be ignored
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Life Insurance PlanningLife insurance is a foundational financial tool for estate and wealth planning that cannot be ignored
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There are no two ways about it--life insurance is a foundational financial tool for estate and wealth planning. It is just not acceptable for a tax and estate attorney to be ignorant when it comes to life insurance any more than he can be ignorant about trusts. Often this ignorance is masked by disparaging statements about insurance brokers or insurance itself when what they should be saying is “I don’t understand life insurance, we need to bring in an expert.” To ignore the planning one can achieve with this incredibly powerful tool in the right hands denies the client the full panoply of planning opportunities available to him. David S. Neufeld is nationally known for several reasons, but among the most prominent reasons is his knowledge of planning with life insurance. He understands these products down to their very sinews. David does not sell you insurance. To David life insurance is a financial tool that a capable lawyer can use to achieve ends for income and estate tax planning and asset protection that no other vehicle can achieve; it is a tool much like a hammer and chisel is a tool in the hands of a gifted sculptor. The acquisition of the policy is left to you and your insurance advisor with David's advice.
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See also: Estate Planning. |
David S. Neufeld, Shareholder, Flaster Greenberg PC
1810 Chapel Avenue West | Cherry Hill, NJ 08002 856.382.2257 | david.neufeld@flastergreenberg.com Internationally Recognized Tax and Estate Planning Attorney |