MetLife White Paper


June 2013  

Creative Strategies to Resolve
Complex Estate Planning Needs


Low interest rates, coupled with an increased gift tax exemption amount, make this a good year to pursue a strategy of establishing charitable and insurance trusts in tandem. Planning for high net worth individuals can occasionally take advisors into unknown waters, but strategies for these clients can also include traditional planning techniques used in an innovative fashion that meets the client’s multiple legacy and philanthropic goals.

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