Joseph S. Burgess

July 16, 2008-Joseph S. Burgess, financial advisor with North Star Resource Group, awarded the ACCREDITED INVESTMENT FIDUCIARY® Designation %PDF-1.4%âãÏÓ 6 0 obj >endobj xref 6 18 0000000016 00000 n 0000000835 00000 n 0000000911 00000 n 0000001037 00000 n 0000001179 00000 n 0000001599 00000 n 0000002176 00000 n 0000004395 00000 n 0000004809 00000 n 0000005025 00000 n 0000005059 00000 n 0000007728 00000 n 0000007976 00000 n 0000008218 00000 n 0000008473 00000 n 0000018241 00000 n 0000018494 00000 n 0000000656 00000 n trailer

"The advantage of private split-dollar is that only a portion of the gift to the trust-the true cost of insurance-is applied against the gift tax exemption," says Joseph Burgess, a chartered financial consultant and principal of North Star Resource Group, Minneapolis, Minn. "The grantor gets the cash value and the death benefit remains outside the estate.

"The advantage of private split-dollar is that only a portion of the gift to the trust—the true cost of insurance—is applied against the gift tax exemption," says Joseph Burgess, a chartered financial consultant and principal of North Star Resource Group, Minneapolis, Minn. "The grantor gets the cash value and the death benefit remains outside the estate.

Joseph S. Burgess, CLU, ChFC, AIF®

July 16, 2008-Joseph S. Burgess, financial advisor with North Star Resource Group, awarded the ACCREDITED INVESTMENT FIDUCIARY® Designation

Joseph S. Burgess, CLU, ChFC, AIF® North Star Resource Group : Joseph S. Burgess, CLU, ChFC, AIF® Financial Planning
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Joseph S. Burgess, CLU, ChFC, AIF®

Senior Associate

Phone: (612) 617-6152 Fax: (612) 617-6001 E-mail:joe.burgess@northstarfinancial.com
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Joe began his affiliation with North Star Resource Group in 1996.

Joseph S. Burgess