Life insurance is a highly effective tool to transfer wealth from one generation to the next. That said, it helps to know the ins and outs. Schechter’s Vice President of Advanced Design, Jordan Smith, walks you through the complexities of life insurance estate planning.
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Schechter is a boutique, third-generation wealth advisory and financial services firm. For 80 years, our multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising wealthy families on financial matters including: Institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning.