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Anatoly Iofe
Jul 7, 20233 min read
Estate Planning with Intentionally Defective Grantor Trusts
When it comes to estate planning and wealth transfer strategies, individuals often seek methods that provide flexibility, tax advantages,...
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Anatoly Iofe
Jul 3, 20233 min read
Tax-Efficient Intergenerational Wealth Transfer: Maximizing the Legacy
Intergenerational wealth transfer is a vital aspect of estate planning for affluent individuals and families. However, the tax...
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Anatoly Iofe
Jun 30, 20235 min read
Qualified Terminable Interest Trusts (QTIP) as a powerful estate planning tool
Qualified Terminable Interest Trusts (QTIP) is a powerful estate planning tool that allows individuals to provide for their surviving...
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Anatoly Iofe
Jun 28, 20233 min read
A Comprehensive Guide to Life Insurance for Expats: Protecting Your Future Abroad
Moving abroad can be an exciting adventure, offering new experiences and opportunities. However, as an expatriate, it's crucial to...
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Anatoly Iofe
Jun 28, 20233 min read
Benefits and applications of a Credit Shelter Trust
When it comes to estate planning, many individuals seek strategies that can help protect their assets and minimize tax liabilities for...
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Anatoly Iofe
Jun 24, 20234 min read
Key Man Life Insurance: Protecting Your Business's Most Valuable Asset
A key man, also referred to as a key person, is an individual within a business who holds significant importance and whose skills,...
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Anatoly Iofe
Jun 17, 20232 min read
Qualified Personal Residence Trust: Unlocking Benefits for Estate Planning
When it comes to estate planning, individuals often seek strategies to minimize taxes and ensure the smooth transfer of assets to their...
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Anatoly Iofe
Jun 13, 20233 min read
Special Needs Trusts?
Caring for a loved one with special needs involves numerous responsibilities, including providing the necessary emotional support,...
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Anatoly Iofe
Jun 4, 20233 min read
Tax-Free 1035 Exchange of Non-Qualified Annuities for Long-Term Care: A Smart Strategy for Financial
A 1035 annuity exchange allows annuity owners to exchange one annuity for the other. Provisions of the Pension Protection Act also allow...
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Anatoly Iofe
Jun 1, 20233 min read
Life Insurance for Foreign Nationals?
Comprehensive life insurance coverage for global individuals Who are foreign nationals? A foreign national is any person (including an...
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