Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Life Insurance and Estate Planning

Found 2 Articles.

estate planning

Why Life Insurance is An Important Tool in Estate Planning

September 1, 2007

After the 2001 tax law began a phaseout of the estate tax, many people concluded there was no longer a reason for life insurance and insurance trusts to be considered as part of an estate plan. Yet, there always were reasons to consider life insurance in plans, and there might be new reasons in the […]

Estate Planning

The Tax-Free Life Insurance Trust – An Estate Planning Strategy

June 1, 1999

There’s a big down-side to the boom in stocks and other financial assets. When the value of the assets you own goes up, so do potential estate and gift taxes. If you don’t take action, the IRS could end up with more of your estate than your loved ones. One easy way to handle the […]

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