Financial Planning

Navigating Estate Taxes with an Irrevocable Life Insurance Trust (ILIT)

Life insurance is a cornerstone of financial planning, offering peace of mind that your loved ones will be financially secure after you’re gone. However, many are unaware that life insurance proceeds can be significantly reduced by estate taxes, leaving less for your family than you planned. This is where an Irrevocable Life Insurance Trust (ILIT) …

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New Life for Your Old Insurance Policy Life insurance can serve many valuable purposes. However, later in life — when your children have grown, you’ve retired, or you’ve paid off your mortgage — you may think you no longer need to keep your coverage, or perhaps your coverage has become too expensive. You might be …

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