Estate Planning

Planning your estate is simply taking actions today to ensure long term financial health. Life Insurance is an essential part of any comprehensive estate plan. Doug McClure, CEO of Global Investment Strategies, said it this way: “Planning for the future is an uncertain exercise. The only thing you can be sure of is that you’ll probably get some (if not most) things wrong. That’s why Life Insurance is so important in the realm of estate planning. Life Insurance covers the unknown, the unexpected, and things you get wrong. Plus, there are tremendous financial and tax benefits accrued to the estate and heirs.”

SELECT

Great things in business are never done by one person. They’re done by a team of people.

- Steve Jobs

Tax Mitigation + Employee Benefits

Global Investment Strategies recently worked with the estate of one of the largest distressed real estate buyers in the nation. After analyzing the family’s substantial estate, we developed a multifaceted plan for them using a number of different financial instruments. We considered an employee stock option plan but after a thorough cost analysis, we worked with the client to form multiple “Safe Harbor” Captive Insurances Companies which mitigate their risks and create tax savings under IRS code 831(b). This designed concept also provided additional benefits for our client’s key employees. Within 6 months our team orchestrated the entire solution using life insurance leverage to generate living benefits and providing peace of mind for the company and its heirs. While this estate’s evaluation was significant, any estate using GIS’s strategies will benefit from the same type of protection no matter what its size.

Tax Mitigation + Employee Benefits

Global Investment Strategies recently worked with the estate of one of the largest distressed real estate buyers in the nation. After analyzing the family’s substantial estate, we developed a multifaceted plan for them using a number of different financial instruments. We considered an employee stock option plan but after a thorough cost analysis, we worked with the client to form multiple “Safe Harbor” Captive Insurances Companies which mitigate their risks and create tax savings under IRS code 831(b). This designed concept also provided additional benefits for our client’s key employees. Within 6 months our team orchestrated the entire solution using life insurance leverage to generate living benefits and providing peace of mind for the company and its heirs. While this estate’s evaluation was significant, any estate using GIS’s strategies will benefit from the same type of protection no matter what its size.