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Estate Planning Pitfall – You haven’t transferred ownership of a life insurance policy to a trust

$225.00

SKU: IEPam184. Category: .

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Abstract: After recent tax legislation, including the Tax Cuts and Jobs Act, few tax shelters are left standing. One key exception is life insurance. This brief article details that, if certain requirements are met, the buildup of value in a life insurance policy is exempt from current income tax, while proceeds payable upon death can avoid estate tax.

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