Sentences with phrase «dollar estate planning purposes»

Two asset protection benefits are, one, that an irrevocable trust may be set up for the employee to own the policy, such as an irrevocable life insurance trust OR another type of grantor trust, and this can assure that the policy will not be included in the employee's taxable estate for split dollar estate planning purposes.

Two asset protection benefits are, one, that an irrevocable trust may be set up for the employee to own the policy, such as an irrevocable life insurance trust OR another type of grantor trust, and this can assure that the policy will not be included in the employee's taxable estate for split dollar estate planning purposes.

Not exact matches

For estate tax planning purposes, such an action can be most valuable as it will allow a surviving partner to prove his or her portion of ownership in the home, making the estate valuation of the first partner to die more equitable, and may also save costly estate tax dollars.

According to Estate Planning, charitable donations aren't limited for estate tax purposes so there isn't a dollar limit to the policy that you leave bEstate Planning, charitable donations aren't limited for estate tax purposes so there isn't a dollar limit to the policy that you leave bestate tax purposes so there isn't a dollar limit to the policy that you leave behind.