An ILIT can be part of a comprehensive tax efficiency strategy. but you should be aware of the three-year rule. If you die within three years of transferring policies into the trust, the proceeds would be part of your estate for tax purposes. Learn more about an ILIT in this presentation.
- Three Tips to Provide Inheritance Planning Insight - June 11, 2021
- Veterans Pension Can Defray Long-Term Care Costs - June 7, 2021
- How Can a Special Needs Trust Trustee Use the Funds? - June 3, 2021