In an ILIT, the grantor or creator of the trust cannot change the terms or beneficiaries of the trust, just like any irrevocable trust. However, grantors may place one or more life insurance policies ...

Investors, business owners and real estate holders today face a critical dilemma when exiting highly appreciated assets: how to manage capital gains tax, retain income and preserve generational wealth ...

"The things you do for yourself are gone when you are gone, but the things you do for others remain as your legacy." — Kalu Ndukwe Kalu Created to own and control, a life insurance policy for while ...

Many people don’t put a lot of thought into their life insurance. They choose it, pay the premiums, and tend to think of it only in terms of providing financial security for the policy’s beneficiaries ...

When a married parent creates an irrevocable trust for the benefit of his or her children, the married parent, as the creator or settlor of the trust, often provides for his or her spouse to have ...

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 ...