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 Amina Saeed (see all)
- How Do I Trust Thee…Part III - July 12, 2022
- Motivation to Keep Working on Your Legacy - July 11, 2022
- Own a Vacation Home? Beware of Ancillary Probate - July 5, 2022