Episode 240 – Life insurance is the ideal tool to optimize an estate plan. It provides the money at the right time to pay taxes, replace wealth and to enhance and perpetuate a family legacy. It also makes various estate planning strategies more efficient.
Episode 179 – The word “irrevocable” sounds so formal and final. Fortunately, in the world of estate planning, particularly in today’s modern times, irrevocable does not truly mean irrevocable.
Episode 164 – Trustees of irrevocable life insurance trusts or ILITs are often family members or friends of the trust creator, who are not familiar with the many duties and responsibilities that the role requires.