ViaForte

Wealth Strategy and Insurance Advisors

  • Who We Are
  • What We Do
  • What Sets Us Apart
  • Contact Us
  • For Clients
  • Who We Are
  • What We Do
  • What Sets Us Apart
  • Contact Us
  • For Advisors

Estate Planning Solutions

The pieces below are available to professional advisors and clients upon request. They represent some of our best thinking on the topics listed below and demonstrate the expertise and due diligence we believe are required in handling matters of significant complexity–including integrating arrears of income and taxation, as well as investment and life insurance planning.

State Domicile Change – Florida

State Domicile Change – Florida: How to change where you are domiciled to the state of Florida.


Advanced Planning

Advanced Planning: A chart of personal, business and charitable planning opportunities that demonstrate some of the many tools and techniques that we might utilize to achieve planning objectives.


EOLI Guide

EOLI Guide: How to maintain the tax free nature of employer owned life insurance policies owned for business purposes. A compliance and tax guide.


Charitable Planning Guide

Charitable Planning Guide: There are many ways to give and there are many ways to receive benefits from giving. This is a comprehensive professional’s guide that summarizes the majority of planning possibilities.


GRAT Presentation

GRAT Presentation: A technique best used with publicly traded securities, Grantor retained annuity trusts offer a low risk, potentially high reward way to transfer assets. This is a professional’s guide as to their design.


Business Succession Planning

Business Succession Planning: A professional’s guide to funded buy sell plan designs. Business succession planning is dependent on certain triggering events, death being just one of them. This guide summarizes the majority of these techniques.


LTC Presentation

LTC Presentation: Guide to long-term care options, funding and design.

Brochure

ViaForte_Brochure_Advisors
1700 West 82nd St, Suite 180, Bloomington, MN 55431   P: 952 314 7300   F: 952 314 7299    Contact Us
© 2023 ViaForte. All Rights Reserved.

1700 W 82nd St, Ste 180, Bloomington, MN 55431
P: 952 314 7300   F: 952 314 7299   Contact Us

 
M Financial
 

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. ViaForte is independently owned and operated. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Details regarding our M Financial relationship can be found here: M Financial Relationship.

M Financial

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.
ViaForte is independently owned and operated.
Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
Details regarding our M Financial relationship can be found here: M Financial Relationship.

  • Who We Are
  • What We Do
  • What Sets Us Apart
  • Contact Us
  • For Advisors
 

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