The smart Trick of life insurance planning That No One is Discussing
The smart Trick of life insurance planning That No One is Discussing
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Remember, it is possible to’t just ask the ILIT trustee to provde the policy again. You’ll need to obtain it, which presents two or three problems. Initially, the trustee won’t be obligated to provide it for you. The trustee might have some really serious fiduciary problems with any beneficiaries who assert that, for regardless of what reasons, the sale wasn’t warranted or justified.
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They’ll also be excluded from Sue’s estate, to ensure that what ever remains in the ILIT on her death will be dispersed to the youngsters estate tax-no cost. The ILIT might make cash accessible to either your or Sue’s estate via asset purchases or loans.
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