How the Gifting of a Life Insurance Policy Could Trigger a Gift Tax
Payment by a client of one or more premiums would be considered a gift if the policy itself was owned … Read more
Payment by a client of one or more premiums would be considered a gift if the policy itself was owned … Read more
Payment by a client of one or more premiums would be considered a gift if the policy itself was owned … Read more
Planners should red flag every situation where one party owns a life insurance policy on the life of another and … Read more
An outright gift of a life insurance policy is a time-tested technique for accomplishing a number of estate planning objectives … Read more
As is the case with any other gift tax analysis, when life insurance is the subject of a transfer, the … Read more
Planners must be constantly aware of the gift tax implications of transactions involving life insurance. Gifts of life insurance, as … Read more