At Ethos, we believe true planning extends well beyond document preparation.
We integrate tax strategy, asset protection, business planning, and legacy planning into a unified, coordinated system designed to help families and business owners build, protect, and transfer wealth more efficiently, more effectively, and more personally.
A type of irrevocable trust that is specially designed for the specific purpose of owning one or more life insurance policies.This trust is purposefully-designed to protect life insurance from estate taxes and from the trust's beneficiaries divorcing spouses, creditors, and predators.