Flexibility is a key component of estate planning. Despite the permanence of the American Taxpayer Relief Act of 2012 (ATRA), wealth planning has never been more complicated than it is today. It’s highly recommended to devise estate plans tailored to a client’s specific asset type and value, residence and tax profile to incorporate maximum flexibility. The bottom line is that no estate plan can perfectly envision a client’s asset mix at death. Inserting life insurance into ...

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