Inheritance tax and gift tax measures by insurance


Japanese residents.
Estate Planning with US life Insurance

To those who reside in Japan: Strategy for Estate/Gift Tax in Japan by purchasing Life Insurance in USA

    【Benefits】
  • Receiving US Life Insurance proceed in Japan is considered an Occasional Income
  • Usually, the premium is lower in the US than in Japan and has a higher expected return
  • You can check your balance of your bank account, cash value on line while in Japan
  • You are able to withdraw anytime from your account
  • You may have a chance to get an appropriate Visa for staying in the US. We can refer you to an affiliated immigration specialized attorney/lawyer
  • After corporate, you have various kinds of investments, such as Real Estate, Commercial Property, Annuity and Trusts
  • Consulting in Japanese is always available.

    【Conditions】
  • Required to become a corporate in the USA if Resident in Japan purchases US Life Insurance
  • Our affiliated CPA will help you corporate and open a bank account
  • Direct contract with CPA for management fee
    To Corporate $2,000
    Maintenance expense $250 Monthly (if payroll required)
    Prepare Annual Corporation financial statement $1,500
  • Required to come to Los Angeles, where our company is located for a physical exam

    【Arrange of travel to USA】
  • We arrange your travel
    We will arrange your entire itinerary while you are in US

・Process

Process