Couverture de How A 831(b) Plan Can Help Your Legacy with Van Carlson

How A 831(b) Plan Can Help Your Legacy with Van Carlson

How A 831(b) Plan Can Help Your Legacy with Van Carlson

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 What if the real risk to your legacy isn’t market volatility or taxes—but the way your business thinks about risk in the first place? Most founders and business owners, with over $2M in profit, sense that something in their risk strategy is incomplete—but they can’t quite name it.

In this episode, hostess Angelina Carleton sits down with Van Carlson, Founder of Strategic Risk Advisors, to clarify what 831(b) captives truly are, separating legitimate risk architecture from the rumors that create hesitation. Together, they reveal why institutions treat risk as infrastructure—not an afterthought—and how disciplined insurance design protects both operating businesses and family continuity. Van explains the simple tests that distinguish defensible captives from structures that fail under scrutiny, bringing much-needed clarity to a misunderstood tool. The real remedy isn’t tax reduction—it’s alignment between risk, governance, and long-term decision-making. For families designing a legacy, this conversation reframes 831(b)s as part of holistic legacy planning: preserving resilience today so wealth, values, and leadership can endure tomorrow.

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Van Carlson is the Founder of Strategic Risk Advisors (SRA) and a recognized authority in captive insurance and enterprise risk management, with decades of experience designing and administering insurance solutions for closely held and sophisticated businesses. Through SRA, he has helped companies approach IRC 831(b) captives not as tax products, but as disciplined risk-financing tools grounded in actuarial science, governance, and real insurance principles. Van is known for emphasizing substance over structure—ensuring captives are built to withstand regulatory scrutiny while serving a legitimate business purpose. His work positions 831(b)s within a broader framework of institutional risk thinking that supports long-term business resilience, continuity, and legacy preservation.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

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*This podcast episode is for educational and informational purposes only and does not constitute legal, tax, accounting, insurance, or investment advice. The discussion of captive insurance and IRC (Internal Revenue Code) 831(b) reflects general concepts and strategic considerations and may not apply to any specific situation. Listeners should consult their own independent legal, tax, and insurance advisors before implementing any strategy discussed. No representation is made regarding the suitability or tax treatment of any arrangement, and outcomes depend on individual facts and circumstances.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
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