A life insurance trust is a trust that can buy life insurance policies on the person who establishes the trust (called the grantor), the grantor's spouse or the trust beneficiaries. The trust owns the insurance policy and collects death proceeds when you die. A trustee — whom you choose to carry out …
Estate taxes
Wealth Transfer Plans: How to Take Control
Thinking about passing assets on to your next generation? Your parents are aging and passing away; your own children are reaching adulthood. You realize that you need to focus on your wealth transfer plans. This may appear to be a complex affair, involving planning and executing a strategy to …
[Read more...] about Wealth Transfer Plans: How to Take Control
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