by root | Mar 29, 2024 | Insurance
There is a common misconception that life insurance benefits are not subject to estate tax. While the proceeds of a life insurance policy are not taxable income to the beneficiaries, they are part of a person’s taxable estate if the insured dies owning the policy. The...
by root | Sep 29, 2023 | Insurance
Life insurance is an excellent way to plan on providing for your family after your death. Taking that plan to the next level with a life insurance trust is a good way to protect those assets, help your beneficiaries avoid taxes and provide faster access to the funds....
