![[Case Study] Planning for a Tax-Efficient Legacy Using an Irrevocable Life Insurance Trust](https://m3c9f7m7.delivery.rocketcdn.me/wp-content/uploads/2024/08/fi-irrevocable-life-insurance-trust-case-study-1-980x980.png.webp)
[Case Study] Planning for a Tax-Efficient Legacy Using an Irrevocable Life Insurance Trust
Mike (Age 59) and Carol (Age 57) have an $18 million estate. They both recognize that under current laws their estate would not be taxable today. They also recognize the current laws are scheduled...
![[Case Study] Planning for a Tax-Efficient Legacy Using an Irrevocable Life Insurance Trust](https://m3c9f7m7.delivery.rocketcdn.me/wp-content/uploads/2024/08/fi-irrevocable-life-insurance-trust-case-study-1-400x250.png.webp)
