Trustowned Planning
Trust-Led Plan Trust-Led Tactics Starting off, Trustowned Planning represents a savvy path in Estate Planning, encompassing elements of life insurance within a trust structure. This strategy, while appearing complex, offers significant benefits in terms of financial flexibility and wealth protection. It’s a method Hotaling Insurance Services excels in, equipping estate planners with smart solutions […]
Minimal Gifting Solutions
Smart Giving: Unveiling the Potential of Minimal Gifting Solutions Minimal Gifting: An Effective Estate Planning Tool Starting off, Minimal Gifting Solutions (MGS) can be a powerful instrument in Estate Planning. It’s a strategy that allows you to transfer wealth to your beneficiaries while keeping the taxable amount to a minimum. This not only aids in […]