Situation – With the sunset of the high estate tax exemption just around the corner even moderately wealthy couples are increasingly worried about potential Federal Estate Taxes. To keep the life insurance proceeds outside their estate we usually suggest that life insurance be owned by an irrevocable life insurance trust (ILIT). We often find that […]
OverviewThe purpose of this brochure is to provide a general discussion of basic trust principles. It includes, for your consideration, the essential elements of trusts, their advantages, tax and nontax reasons for using them, and the various types of trusts used by individuals in their estate documents.Should You Have a Trust?Reasons for establishing trusts are […]
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