Navigating Life Insurance for Estate Planning
Updated: March 11, 2024
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About Nathan Paulus
sources
- American Bar. "Irrevocable Life Insurance Trusts: An Effective Estate Tax Reduction Technique." Accessed February 23, 2024.
- Insurance Information Institute. "Fact + Statistics: Life Insurance." Accessed February 23, 2024.
- Internal Revenue Service (IRS). "Final regulations confirm: Making large gifts now won’t harm estates after 2025." Accessed February 23, 2024.
- Merrill Lynch Wealth Legacy. "Leaving a Legacy: A Lasting Gift to Loved Ones." Accessed February 23, 2024.