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.
Known for her ability to deliver well-crafted Estate Plans to clients based upon their lifestyles, professions, and other specific situations, including religious and cultural preferences, with a primary focus on helping them provide for the security of their loved ones, reduce estate taxes, and minimize the costs of probate, Ms. Saeed prides herself on the lifelong relationships she forms with each and every one of her clients.
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