• Tax reduction vs. distribution – the goal of an estate plan
• Benefits of Q-Tip trusts
• Advantages of generation-skipping trusts
• Use and shortcomings of buy-sell agreements
• Using life insurance to pay estate taxes, second-to-die polices, and more

Read the rest of this entry »

Related posts

• Tools and Techniques of Life Insurance Planning
• Strategies for Selling Long-Term Care Insurance
• Estate Planning, Life Insurance and Tax for Canadians
• Utah Life Insurance for Children