Gifts to a trust involve transferring assets without payment, providing tax advantages, securing financial management, and ensuring long-term benefits for beneficiaries while retaining control through trust terms and a designated trustee.

Sales to a trust involve selling assets to the trust, often for a promissory note, enabling estate planning, asset protection, tax efficiency, and potential wealth transfer benefits for future generations.

Spousal Lifetime Access Trusts (SLATs) allow one spouse to gift assets to a trust for the other’s benefit, providing estate tax advantages, asset protection, and potential income for the beneficiary spouse.

Grantor Retained Annuity Trusts (GRATs) allow individuals to transfer assets while receiving annuity payments, minimizing estate taxes, preserving wealth, and enabling future beneficiaries to benefit from potential asset growth.

Life insurance provides financial security by paying a tax-free death benefit to beneficiaries, helping cover expenses, replace income, or leave a legacy while offering potential cash value accumulation during the policyholder's lifetime.

Premium finance involves borrowing funds to pay life insurance premiums, allowing individuals to maintain cash flow, preserve assets, and secure high-value policies, typically for estate planning or business succession purposes.

Private finance involves individuals or entities providing loans or investments outside traditional banking, offering flexible terms, customized solutions, and funding opportunities for personal needs, business ventures, or estate planning strategies.

Private Split Dollar is a life insurance strategy where costs and benefits are shared between parties, often family members, enabling estate tax planning, wealth transfer, and efficient funding of premiums.

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