Concept Pieces

457 Plans-Deferred Compensation
Alternatives to Cash on the Balance Sheet
Basic Estate Planning
Business Transfer Issues
Business Valuation Concepts
Charitable Estate Planning
Charitable Gifting
Charitable Lead Trust
Combining Buy Sell with Retirement Planning
Disclaimers
Domestic Asset Protection Trust
Donor Advised Funds
Dynasty Trusts
Employer Sponsored Split Dollar
Estate Planning for Non-Citizens
Executive Bonus Arrangement
Fiduciary Checklist
Gifts to Minors
Grantor Retained Annuity Trust (GRAT)
Income in Respect of Decedent (IRD)
Installment Sale
Irrevocable Life Insurance Trust
Key Person Life Insurance
Lifetime Gifts
NLG and CAUL Products
Planning for Same Sex Couples
Private Split Dollar
Qualified Personal Residence Trust
Revocable Living Trust
Sale to an Intentionally Defective Irrevocable Trust (IDIT)
Series LLC
Tax-Advantaged Education Funding
Taxation of Entities
Transfer for Value Rule
Transfer Life Policy to Trust
Transfer Policy to-from Business
Trust Protector
Using the 1040 to Find Planning Opportunities

Contact Info

Kyle Financial & Insurance Solutions 148 West Fourth Ave.
Chico, CA 95926

Map and Directions

Phone: (530)893-1315
Fax: (530)893-0567

williamkyle@ft.newyorklife.com

 

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William T. Kyle, CLU®, ChFC® is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of CA (Ca Ins Lic LD0628384) and OR. No insurance business may be conducted outside these states referenced. 

William T. Kyle, CLU®, ChFC® is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of CA and OR. No offers may be made or accepted from any resident outside the specific states referenced.

William T. Kyle is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company. Neither The Nautilus Group® nor its member agents offer legal, tax, or accounting advice. Please consult your own legal, tax, or accounting professionals before making any decisions.

William T. Kyle, CLU®, ChFC® Insurance and Financial Services is not owned or operated by NYLIFE Securities LLC, or its affiliates.  

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