Click here to BUSINESS CONTINUATION AGREEMENTS are often partially funded or totally funded with life insurance. Most, if not all, of the life insurance proceeds are includable in the estates of the ...
Learn how irrevocable trusts protect assets, reduce estate taxes, and provide long-term financial control by placing wealth under the management of an independent trustee.
On Dec. 1, 2011, the Internal Revenue Service issued Revenue Ruling 2011-28, 1 which finally clarified that a life insurance policy in an irrevocable trust isn't included in the grantor's estate if ...