New York State Senate’s Post

Very good explanation by Life Insurance Strategies Group on how Real Estate Investors (or stock investors) with low cost basis holdings can use a CRT properly in their estate planning. #lifeinsurance #wealthmanagement #highnetworth #realestate

Nonprofits Insurance Alliance (NIA) It is very interesting to see that developed nations such as #USA has already proven concept of Insurance for Non-Profit Segment. For more details please refer to below Website it is very suppressing and not able to understand that developed countries has their Insurance Co. for Non profit segment and developing countries where the need is more and found noting. #Strategy #business #insurance #community https://lnkd.in/dThMDw3Y

Did you know there are more than 1.7 million non-profit organizations in the U.S., with a total revenue of nearly $3 trillion dollars? Learn how you can be a non-profit's best friend by providing them with financial guidance. #FinancialProfessional

Did you know there are more than 1.7 million non-profit organizations in the U.S., with a total revenue of nearly $3 trillion dollars? Learn how you can be a non-profit's best friend by providing them with financial guidance. #FinancialProfessional

We have a 𝒇𝒓𝒆𝒆 membership specifically crafted for policyholders. We want to educate & inform policyholders of their rights, how to advocate for themselves in an insurance dispute and ensure an outlet for consumers to receive the most support they can. Please sign-up below & spread the word. Following the recent hurricanes, let's all help each other out. #FraudFighters #APA #Membership #NonProfit

Affordable Housing Providers Hardest-Hit in Insurance Market for Nonprofits Our latest Insights article examines why the insurance market is so challenging for nonprofits and how organizations can make themselves more marketable: https://ow.ly/uv0E50RzEO8

Raise your hand if you would like to lower or even avoid paying state taxes, probate fees, or income taxes. There are several ways to do this, like charitable trusts! What may they do for you and why would you want them? Tune in to find out!

Did you know there is no liability for your person when you are contracted through the trust? Learn how. https://lnkd.in/gwZu49CB #noincometaxes #trustee #irrevocabletrust #nonprofittrust #businesstrust #assetprotection #commonlaw #501c3 508c1a #privatewealthmanagment

⚠ Thanks to the most recent Federal Budget, even with proper tax & legal planning, the CRA is now at minimum a one-third beneficiary of Canadians' taxable estate bound assets. ✅ The good news is that including tax-exempt life insurance-based strategies with the right tax & legal planning reduces the amount taken by CRA while increasing the amount transferred to Children/Family and Charity. 👇 Click below to read more in our recent article, The 3 C’s of Directed Wealth Transfer: https://lnkd.in/epUbsMXV

Did you know there are more than 1.7 million non-profit organizations in the U.S., with a total revenue of nearly $3 trillion dollars? Learn how you can be a non-profit's best friend by providing them with financial guidance. #FinancialProfessional