Life insurance has long been part of Estate Plans, whether used to ensure liquidity for the estate on the death of the insured, or simply as income replacement on the death of the insured. Understanding the impact of life insurance on an estate plan has become critically important. A recent tax court case resulted in a big win for the taxpayer in a complex set of facts which could impact how you incorporate life insurance for your Estate Planning clients. Read on to learn more.
Latest posts by Courtesy of Parman and Easterday (see all)
- What’s Estate Planning Got to do with Interest Rates – Part II - November 2, 2022
- What’s Estate Planning Got to do with Interest Rates – Part I - October 26, 2022
- The Inflation Reduction Act - October 19, 2022
