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If you have significant assets that you wish to protect
… over multiple generations, and would like to use a tax-efficient approach for transferring your wealth, there is a solution that has the potential to benefit your children, grandchildren, and future generations.
An Intergenerational Split Dollar plan can help create a legacy for your heirs, while helping to reduce your gift and estate taxes. And the plan can be funded with life insurance.
We’ve designed this guide to help you learn more about the Intergenerational Split Dollar plan — and to help you decide whether it might be a viable solution for you as you seek ways to protect your legacy for those you care the
most about.
Download the attached PDF for a detailed guide.
IGSD Client Guide Pub10255
.pdf
Download PDF • 1.08MB