Gifting strategies provide your clients a way to minimize future estate taxes, while ensuring that their assets pass to the people and organizations that mean the most to them. Each individual can transfer a certain amount of assets either during life or at death without paying either gift or estate taxes. With proper planning, even more assets can be removed from the estate by making annual gifts during life.
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Access a variety of sample agreement templates to share with clients.
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ILIT Financing Strategies Comparison (Survivorship) (BB11630)
Compares the features of six financing strategies for survivorship life insurance owned by an irrevocable life insurance trust.
ILIT Financing Strategies Comparison (Single insured) (BB11629)
Compares the features of six financing strategies for single insured life insurance owned by an irrevocable life insurance trust.