Life Insurance Trust

A single person having more than $1,500,000.00 in assets (or 3 million married) must take extra steps to diminish or avoid paying estate taxes. The Life Insurance Trust is one of the most common estate planning techniques used to reduce the estate tax in these cases. By careful construction of a trust combined with the leveraging ability of life insurance, a client can remove a portion of his or her wealth from governmental taxation of their estate.

 


Power of Attorney

Family Limited Partnership

Health Care Surrogate

Irrevocable Living Trust

Life Insurance Trust

Probate

Property Transfer

Revocable Living Trust

Installment agreement

Offer In Compromise

Penalty Abatement

Innocent Spouse Relief

Statute Of Limitations

Currently Not Collectible

Bankruptcy

Office Location