Life Insurance and the Pre-Immigration Client
Every life insurance professional knows that life insurance can be used to reduce, defer or eliminate taxes when used inside of a trust. The same is true for the client planning to immigrate to the United States and seeking tax and structuring advice. Meet the Chiews Mr. & Mrs. Ben & Lia Chiew, both 45, are residents of Shanghai and planning to move to the United States within the next two years. The couple has a clothing line and will move their company’s headquarters to the