Life insurance has long been part of Estate Plans, whether used to ensure liquidity for the estate on the death of the insured, or simply as income replacement on the death of the insured. Understanding the impact of life insurance on an estate plan has become critically important. A recent tax court case resulted in a big win for the taxpayer in a complex set of facts which could impact how you incorporate life insurance for your Estate Planning clients. Read on to learn more.
What would happen if something unexpected happens and you become incapacitated or pass away? Would your loved ones know your health care choices, or what to do with your assets?
You have the right to make your own decisions now about your assets and your health care, but if you don’t exercise these rights, they can be taken from you by the courts and government Read More!
You have the right to make your own decisions now about your assets and your health care, but if you don’t exercise these rights, they can be taken from you by the courts and government Read More!
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