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  • Home
  • About
    • Why Howard Kaye?
    • Why Life Insurance?
    • Advisor’s Difference
    • Creating Wealth
    • Meet the Team
    • Events
  • Strategies
    • Discount Estate Tax Costs Up to 90%
    • Give Away Your Estate Twice
    • Create Your Own Inheritance
    • Selling Your Life Insurance Policy
    • Life Insurance as an Investment Alternative
    • Charitable Gifting Strategies
    • Maximize Your IRA, 401(k), and Annuities
    • Saving Money with Life Expectancy Insurance Strategies
    • Convert Social Security Income into Millions
    • Tax-Free Retirement Income With Life Insurance
    • Guaranteed Lifetime Income Solutions
  • Services
    • Life Insurance Portfolio Review and Stress Test Analysis
    • Estate Planning
    • Legacy Planning
    • IRA Solutions
    • Charitable Gifting
    • Protect Personal Assets with Life Insurance
    • Income Planning & Annuities
    • Portfolio Insurance
    • Life Settlements
  • Media
    • Life Insurance Education Series
    • “Money Matters” CBS 12 TV
    • Die Rich TV with Howard Kaye
    • In Sure Wealth PBS WXEL TV
    • Video Archive
  • Resources
    • Estate Taxes By State 2022 Guide
    • Informational Reports
    • The Ultimate Guide to Transferring Annuities as Tax Efficiently as Possible
  • Blog
  • Contact us

Legacy Planning

Home » Blog » Legacy Planning
 Tax-Sheltered Annuity Benefits: What Investors Must Know (and Advisors Won’t Tell You)
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Tax-Sheltered Annuity Benefits: What Investors Must Know (and Advisors Won’t Tell You)

Clients often approach us seeking advice on how to choose from the dozens of financial products that are available for retirement. The second half of this question is often, “…and […]

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 Are Life Insurance Proceeds Subject to Estate Tax?
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Are Life Insurance Proceeds Subject to Estate Tax?

Over 200 years ago, Benjamin Franklin said, “In this world, nothing can be certain except death and taxes.” Unfortunately, this is as true today as it was in 1789, with […]

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 Can a Tax-Deferred Annuity Plan Be Used for Estate Planning?
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Can a Tax-Deferred Annuity Plan Be Used for Estate Planning?

A recent survey found that 23% of Americans in the last year have increased the amount that they’re saving for retirement. Young adults appear to be the biggest savers, which […]

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 Why Multigenerational Legacy Planning Is Crucial for Strategic Wealth Management
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Why Multigenerational Legacy Planning Is Crucial for Strategic Wealth Management

Ensuring a lasting legacy is the goal for many clients who seek the advice of financial advisors, but many legacy planning strategies fall short in accounting for the complexities of […]

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 Term vs. Whole and Universal Life: Why Universal Life Is More Efficient for Legacy Planning
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Term vs. Whole and Universal Life: Why Universal Life Is More Efficient for Legacy Planning

Our primary goal as life insurance advisors is to help you efficiently pass money along from one generation to the next. One way we do that is by using life […]

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 Legacy Planning Strategies: 5 Reasons Why Life Insurance Is the Best Wealth Transfer Vehicle
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Legacy Planning Strategies: 5 Reasons Why Life Insurance Is the Best Wealth Transfer Vehicle

When it comes to transferring your wealth to the next generation, you have several options. You can keep things really simple and pass along bank and brokerage accounts full of […]

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 Creating Generational Wealth: Using Life Insurance to Fund Your Grandchildren’s College Expenses
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Creating Generational Wealth: Using Life Insurance to Fund Your Grandchildren’s College Expenses

Imagine this scenario: Bruce is a 70-year-old retired business owner with a 40-year-old son, Rick. Rick has a two-year-old daughter, Ava, and a baby on the way. Bruce wants to […]

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 Legacy Planning Strategies: Using a Deferred Annuity to Fund a Life Insurance Policy
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Legacy Planning Strategies: Using a Deferred Annuity to Fund a Life Insurance Policy

A client came into the office the other day wanting to talk about options for getting rid of an annuity she’d purchased and then later determined she didn’t need. This […]

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 Wealth Transfer Strategies: Life Insurance vs. Stocks and Bonds
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Wealth Transfer Strategies: Life Insurance vs. Stocks and Bonds

Most of us who are looking to create a legacy have the same basic goal: transfer as much money as possible to the next generation without too many headaches or […]

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 The Generation-Skipping Transfer Tax and How a Dynasty Trust Can Protect Your Heirs
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The Generation-Skipping Transfer Tax and How a Dynasty Trust Can Protect Your Heirs

Most of our clients who come to us for estate tax planning aren’t in our offices because they want to leave a couple thousand dollars behind so their heirs can […]

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Recent Posts
  • Howard Kaye Insurance Agency is Proud to be a Sponsor of The Donald M. Ephraim Palm Beach Film Festival Presented by MorseLife
    January 27, 2023
  • Changing the Way You Buy Life Insurance
    Changing the Way You Buy Life Insurance
    February 15, 2018
  • The 2023 Qualified Charitable Distribution Rules Impacting Your Estate
    The 2023 Qualified Charitable Distribution Rules Impacting Your Estate
    December 14, 2017
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Howard Kaye Insurance Agency, LLC.

2500 North Military Trail
Suite 312
Boca Raton, FL 33431


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Call: 800-DIE-RICH
Phone: 561.417.5883
Fax: 561.417.3558

hkaye@howardkayeinsurance.com

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