Irrevocable Life Insurance Trust Posts

High Net Worth Life Insurance Estate Planning

When it comes to estate planning, life insurance can be an important tool for high-net-worth individuals and families. Often, life insurance is used to help provide liquidity for estate taxes, provide estate equalization, pay for ongoing expenses,...

Irrevocable Life Insurance Trust (ILIT) for Estate Planning

Life insurance owned by an irrevocable life insurance trust (ILIT) can be the easiest and most efficient way to reduce estate taxes and preserve your wealth.

Advanced Planning: Leveraging Sales to a Defective Trust Using Life Insurance

A sale to an Intentionally Defective Grantor Trust (IDGT) in combination with life insurance allows high-net-worth families to accomplish different wealth transfer goals with flexibility.

Learn how these techniques can help families solve wealth transfer, estate, and philanthropic planning goals.

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