What is Wealth Transfer and its relationship to SPL ?
Posted: January 20, 2016
http://www.cdmultiplier.com
This topic is extremely important for many baby boomers and seniors as these groups seek efficient and advantaged ways to maximize the distribution of assets to spouses, younger generations and favorite charities. SPL instantly creates wealth and greatly increases the amount passed to a recipient. Wealth transfer is not only for the wealthy as most anyone should be concerned with their asset transfer at some level and SPL can be beneficial to anyone who has assets that will need to be transferred upon death.
Essentially, using SPL for wealth transfer is the process of positioning monetary assets that will not typically be needed during a person’s lifetime so that they may be transferred to heirs in a financially sound and tax-advantaged manner.