January 11, 2017

Irrevocable Life Insurance Trust

January 11, 2017/ Jennie Gerlock

If you are single and your net estate (including your life insurance) is more than the federal estate tax exemption ($1 million in 2013), or if you are married and your total net estate is more than two exemptions ($2 million in 2013), an irrevocable life insurance trust can reduce your estate taxes.

March 01, 2016

Life Insurance Trusts

March 01, 2016/ Jennie Gerlock

An irrevocable life insurance trust lets you reduce or even eliminate estate taxes, so more of your estate can go to your loved ones. It also gives you more control over your insurance policies and the money that is paid from them.

Estate Planning Content