WLG Alert: Click the link below to read the entire article in Forbes Magazine.  – Click HERE to read the entire article   Wealth and Legacy Group is a L.O.V.E. Based Multi-Generational PlanningTM   firm which specializes in Private Client Advanced Life Insurance Planning We exclusively serve wealth creators who

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                    What is a Captive? A captive insurance company is a property and casualty insurance company that is established to provide coverage primarily to a parent operating company. Captives are an effective risk management strategy to insure against risks for which commercial insurance is not available

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                  L.O.V.E. Planning: Click the link below to read Dr. Richard Orlando’s article in Trust & Estates. Preparing for the Assets by Dr. Richard Orlando   Wealth and Legacy Group is a L.O.V.E. Based Multi-Generational PlanningTM   firm which specializes in Private Client Advanced Life Insurance Planning We exclusively serve

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          L.O.V.E. Planning: Click the link below to read part II of the conversation between Jay Hughes and  Richard Orlando. Part II – The Rising Generation Conversation Between Jay Hughes and Richard Orlando   Wealth and Legacy Group is a L.O.V.E. Based Multi-Generational PlanningTM   firm which specializes in Private Client Advanced Life Insurance Planning

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      Often HNW and UHNW individuals are approached to acquire life insurance for personal and corporate planning purposes. As you most likely have experienced, it’s not uncommon for them to proceed forward with the lowest premium contract believing they are getting a”good” deal. To this point, we believe clients should never purchase life insurance solely based on premium.

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L.O.V.E. Planning: Click the link below to read the entire article Engaging Families in Philanthropy 3.0 a/k/a/ Entrepreneurial Philanthropy   Wealth and Legacy Group is a L.O.V.E. Based Multi-Generational PlanningTM   firm which specializes in Private Client Advanced Life Insurance Planning We exclusively serve wealth creators who are mission driven business owners, entrepreneurs and industry leaders We

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  An Alternative to Deferred Compensation Does this plan allow for an income tax deduction? Yes, it is fully deductible to corporation and 70% deductible to the participant/individual. Are the assets protected from creditors? Yes, the assists of the plan reside in an employee benefit trust which is federally protected against creditors. Who is a

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