Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Estate Planning: Life Insurance and the Gross Estate of the Insured
By Tax Facts OnlineTax Facts experts answer questions like: What benefits payable at death are included in the term life insurance for estate tax purposes?
February 28, 2017
The ‘Death Tax’ Deserves to LiveThe much-maligned estate tax is far better than its detractors claim and should be restored to its 1980s levels.
February 28, 2017
Irrevocable trusts remain powerful in estate planningIncorporating a flexible, irrevocable life insurance trust (ILIT) into an estate plan can produce meaningful results.
February 28, 2017
Irrevocable trusts remain powerful in estate planningIncorporating a flexible, irrevocable life insurance trust (ILIT) into an estate plan can produce meaningful results.
February 27, 2017
Why Estate Planning Still Matters in an Uncertain Tax EnvironmentWhat can advisors do now to help clients protect their assets and the people they care about?
February 27, 2017
The New Era of Estate PlanningWith the growth of digital assets and uncertainty over tax reform under President Trump, advisors face new challenges in estate planning.
February 27, 2017
Could your client lose all in a lawsuit?When a producer is able to garner a prospects asset insulation, related subjects such as estate planning, business succession and life insurance funding are more easily explored.
February 27, 2017
Could your client lose all in a lawsuit?When a producer is able to garner a prospects asset insulation, related subjects such as estate planning, business succession and life insurance funding are more easily explored.