Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the estate. But, there are two potential traps in this.
Latest posts by Daniel DeBruyckere (see all)
- What You Need to Know about Last-Minute Medicaid Planning - May 17, 2022
- Understanding Your Life Insurance Options - May 12, 2022
- Just When You Thought You Understood the 10-Year Rule, Think Again - May 10, 2022