BCG Companies: Insight on How Life Insurance Can Assist with Asset Protection, Estate Planning, and Business Succession

BCG Companies: Insight on How Life Insurance Can Assist with Asset Protection, Estate Planning, and Business Succession

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We wanted to share this insightful article from BCG Companies’ Eric Hieber.

In today’s world of higher taxes, clients are looking for planning strategies that protect their assets for future generations.  Life insurance has unique features that make it a great tool for generating tax-deferred and, possibly, tax-free benefits that can be used for various purposes, including, asset protection, income replacement, estate planning and business succession.

This article summarizes these features and provides insight into how life insurance can and should be a part of long-term planning strategies for high net worth clients.

Access Full Article: BCG Companies: Insight on how Life Insurance can assist with asset protection, estate planning, and business succession


The information contained within this article is provided for informational purposes only and is current as of the date published. Online readers are advised not to act upon this information without seeking the service of a professional accountant, as this article is not a substitute for obtaining accounting, tax, or financial advice from a professional accountant.


About the Author

Keiter CPAs is a certified public accounting firm serving the audittax, accounting and consulting needs of businesses and their owners located in Richmond and across Virginia. We focus on serving emerging growth businesses and companies in the financial servicesconstructionreal estatemanufacturingretail & distribution industries and nonprofits. We also provide business valuations and forensic accounting servicesfamily office services, and inbound international services.

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