Monthly Archives: March 2006

How Life Insurance is Valued for Estate Taxes

This helpful article from Scripps Howard summarizes the estate tax treatment of life insurance very well. One can shield the proceeds of life insurance from being taxed as stated in the article: “If the policy was not owned by the … Continue reading

Posted in estate planning, ilit, irrevocable life insurance trust, Life Insurance Blog, survivorship life insurance |

Volunteering

I thought that I’d diverge and talk about different ways that we can each do something about what’s going on in our world and do our part to make it a little better. In the wake of the disasters that … Continue reading

Posted in Life Insurance Blog, uncategorized |