Despite an historically high deferral and estate tax basic exclusion amount, life insurance, even if required less often than in the past to provide cash to pay estate tax, remains a critical part of the asset mix of many clients. Life insurance can provide often-needed financial security and readily accessible liquidity. Some of the aspects of life insurance that should be considered in an estate planning engagement often include:
- Proper structuring of beneficiary designations
- Using life insurance in business succession planning
- Income tax traps involving life insurance policies
- Potential opportunities with life settlements
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