Family Business Planning and the Role of Life Insurance

Family business planning is best served by having a knowledgeable advisory team, and a good team includes an expert on insurance.  We found an article discussing the role of life insurance in family business planning in a recent issue of Wealth Management, and we are pleased to pass it along for your consideration. View the article here.   Matt Loftin counsels individuals, families, and businesses on a broad range of trust and estate matters, including business planning. He advises clients on tax-efficient wealth and property transfers made during lifetime and at death through the utilization of client-specific planning techniques, including charitable planning, business-succession planning, and special needs planning. In addition, Matt represents personal representatives, executors, and trustees in the administration of trusts and estates. Matt can be reached via email at mattloftin@dwt.com or directly by phone at 425.646.6118.