Broker Check

1751 Lake Cook Road
Suite 350
Deerfield, IL 60015

LANNY D. LEVIN AGENCY, Inc.

(847) 597-2444

Wealth & Estate Preservation

(click on green link below each title)

When Should You Start Collecting Social Security Benefits?
Social Security Start

Understanding Trusts
Understanding Trusts

Revocable Living Trusts
Revocable

Ownership of Life Insurance in an Estate Plan
Life Insurance in an Estate Plan

Accessing Life Insurance Cash Value in an Irrevocable Trust
Accessing Life Insurance Cash Value in an ILIT

Life Insurance for Estate Planning Purposes With Access to Cash Values for Lifetime Needs
Cash Values for Lifetime Needs

Getting a Life Insurance Policy out of an Irrevocable Trust
Getting a Life Insurance Policy out of an ILIT

Unintentionally Disinheriting Your Spouse
Disinheriting Your Spouse

Why Having a Non-Citizen Spouse Matters
Non-Citizen Spouses, QDOTs and Life Insurance

The Importance of Valuation to an Estate Plan
The Importance of Valuation to an Estate Plan 

Creating A Legacy In Memory of a Deceased Spouse
Creating a Legacy in Memoriam

Transferring Wealth to Your Family With GRATs
GRATS

Creating Liquidity to Pay Estate Taxes with an Irrevocable Trust
Liquidity to Pay Estate Taxes

Duties of an Executor or Personal Representative
Executor or Personal Representative

Dynasty Trust--Passing Wealth Down the Generations
Dynasty Trust

Estate Tax Planning in 2015 Business as Usual or a New Game
Business as Usual or a New Game

Famous Families Who Failed to Plan
Families Who Failed to Plan

Fiduciary Responsibility of a Trustee
Fiduciary Responsibility of a Trustee

Impact Of Interest Rates On Wealth Transfer Strategies
Impact Of Interest Rates

Leveraging Low Interest Rates to Create a Legacy
Leveraging Low Interest Rates

'Revoking' an Irrevocable Life Insurance Trust
Revoking

The Problems With Portability - Nine Pitfalls
Portability

The Qualified Retirement Plan as an Estate Planning Tool
Qualified Retirement Plan as an Estate Planning Tool

Supercharging Your Credit Shelter Trust
Supercharging Your Credit Shelter Trust

Intestacy and Why It Should be Avoided
Intestacy and Why It Should be Avoided

Planning for Family Members With Special Needs
Planning for Family Members With Special Needs

Special Needs Planning – The Letter of Intent
Special Needs Planning – The Letter of Intent