Estate Planning Pitfall – You Haven’t Transferred Ownership of a Life Insurance Policy to a Trust
In this podcast, Julie Malekhedayat from our Family Wealth and Individual Tax Planning Group discusses:
- Life insurance policies and how they work with estate taxes
- Would it make sense to remove a life insurance policy out of your taxable estate?
- How do life insurance policies interact with estate and income taxes?
- How do I know if I’m the owner of a life insurance policy?
Read the Estate Planning Pitfall – You Haven’t Transferred Ownership of a Life Insurance Policy to a Trust article.
