Offshore Private Placement Life Insurance
Life Insurance Attorneys Serving Clients Worldwide
Private Placement Life Insurance is best understood as an investment portfolio that exists inside of a life insurance policy. By building an investment portfolio inside of an insurance policy in a regulatory-friendly jurisdiction like Luxembourg, our clients are able to transfer the entire appreciated value of their portfolio to their heirs with no income, gift, estate, or generation-skipping taxation whatsoever.
Private Placement Life Insurance is one of the most advanced wealth transfer devices available as well as the only one that intentionally allows for the complete avoidance of any form of taxation. The Internal Revenue Service is well aware of this planning technique and has not raised any objections.
If you are interested in private placement life insurance, call Castro & Co. today at (833) 227-8761! We help those in Washington DC, Miami, Orlando, Dallas, and clients around the world.
A Trusted Firm to Help With Life Insurance Planning
Offshore private placement life insurance is something that should not be tackled alone. The process can be complex and mistakes that can cause significant losses or cost you and your family significant taxes are all too common. As with most tax planning, strategies that provide the greatest benefits are often accompanied by the greatest level of administrative compliance.
At Castro & Co., our life insurance attorneys can navigate you through the legal complexities of life insurance policies while helping you understand your rights and options. We are here to address all your questions and concerns as well as translate complicated legal jargon. As a client of our firm, you are our number one priority. Let us provide you with the high-quality legal counsel that you deserve. Our offices in Washington DC, Miami, Dallas, and Orlando serve clients around the world.
Reach out to us at (833) 227-8761 to schedule your free initial consultation. We are looking forward to helping you.