Wealth Transfer Planning

MBL Advisors works with ultra affluent families to design, implement and administer complex planning strategies that address estate taxes and promote charitable giving.

Without proper planning many families have seen over half their assets lost to inheritance taxes. In the current market cycle the consequences can be severe. Banking relationships have become strained. Privately held businesses and real estate are often sold at below-market prices in order to fund tax payments. Our goal is to assure our clients that all prudent steps have been taken to reduce tax liabilities, and to create the most effective means to finance whatever liabilities remain.

Product Study

Based on results from the Strategic Design process, we evaluate and compare insurance products of the leading carriers in the industry.

Plan Administration

Our job does not end with implementation of your strategic plan. Your plan will be monitored by a dedicated Plan Administrator that will serve as your hands-on expert to keep your plan on track, using tools which include an administration manual, annual reviews, customized reporting, ongoing trust management, with periodic reviews and adjustments as your situation changes.

Discovery

We listen to gain a clear understanding of your current situation. Together with your professional advisors, we evaluate your particular needs, assess your current insurance portfolio and prioritize your goals and objectives.

Implementation

We coordinate issuing the coverage with establishing a new trust, opening a trust checking account, communicating with other professional advisors and creating a long term plan to provide ongoing service.

MAP^SM – Medical Auction Process

On a confidential basis, we submit your medical information to the top carriers in the product study. We match the best medical offer with the most suitable insurance product from the Product Study to ensure you have a customized solution to help you meet your long term goals.

Strategic Design

Based on your goals and objectives, we evaluate your needs, the appropriate amount and type of product to meet those needs, and advise on optimal ownership structure.