Life insurance planning

Baker Tilly takes the effort out of achieving your life insurance objectives. We help you decide what coverage you need, who should own the policy, and how to structure and pay for it.

Our team of attorneys and tax professionals — augmented by the resources of our Wealth Strategies Group affiliate — is second to none in devising tax-efficient insurance solutions. Our clients include many leading corporations and high-wealth individuals.

Because Baker Tilly views matters from both financial and tax perspectives, our advice is comprehensive and efficient. We can assist with:

• Structuring policies, financing premiums, and making split-dollar arrangements
• Selling policies and considering transfer-for-value implications
• Developing wealth replacement and enhancement strategies
• Funding buy-sell agreements, deferred compensation plans, and key-person insurance
• Providing liquidity to pay estate taxes
• Creating irrevocable life insurance trusts (ILITs) and company owned life insurance (COLI) policies 

Contact our tax services team >