An experienced estate planning lawyer with our firm can answer your questions
about irrevocable trusts.
Not exact matches
Save his or her Social Security benefits letter and any kind of information
about retirement (CDs, IRAs or 401 (k)-RRB-; life insurance; any revocable or
irrevocable trusts; and any burial policies.
There is some debate
about whether term life insurance or permanent cash value life insurance, such as dividend paying whole life OR indexed universal life, should be used for
irrevocable life insurance
trusts.
Holding assets in an
irrevocable life insurance
trust, which requires talking with the beneficiaries
about it, including the crummy letters, is just good training for future generations.
If you'd like to learn more
about irrevocable life insurance
trusts OR anything else pertaining to life insurance OR estate planning, e-mail or give us a call today.
Generational or «dynasty» planning is
about reserving a nest egg for future generations and this is often accomplished through the use of an
irrevocable life insurance
trust (ILIT).
If you fear that you are in this select group, speaking with a tax professional
about irrevocable life insurance
trusts and the use of non-probate transfer mechanisms would be well worth your time.
Generational or «dynasty» planning is
about reserving a nest egg for future generations and this is often accomplished through the use of an
irrevocable life insurance
trust (ILIT).
There is some debate
about whether term life insurance or permanent cash value life insurance, such as dividend paying whole life OR indexed universal life, should be used for
irrevocable life insurance
trusts.
Holding assets in an
irrevocable life insurance
trust, which requires talking with the beneficiaries
about it, including the crummy letters, is just good training for future generations.
If you'd like to learn more
about irrevocable life insurance
trusts OR anything else pertaining to life insurance OR estate planning, e-mail or give us a call today.
To learn more
about how
irrevocable life insurance
trusts work, see our guide and calculator for estate planning.
To learn more
about this, please read the section, «
Irrevocable Life Insurance
Trust for Estate Planning.»
One of the ways you should ask
about is putting it in a
trust — perhaps
irrevocable life insurance
trust (ILIT).