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Date/Time
Date(s) - 26 Apr 2012
11:30 AM - 12:30 PM
Location
David J. Harowitz, P.C.
Category(ies)
Life insurance is commonly labeled as “non-taxable”. If that is true, why do so many estate planning clients have ILITs (irrevocable life insurance trusts)? Life insurance can provide many benefits to loved ones, for example lost income replacement or college funding. Without considering the effect of estate taxes, however, much of the death benefit could be lost. At this workshop, we’ll consider how life insurance fits into an estate plan and how it can be used to strengthen your tax position. This even it limited to Client Protection Plan members and their guests.
