Life Insurance in Uncertain TimesLife Insurance in Uncertain Times
The ILIT (or hybrid DAPT) may provide a hedge.
August 28, 2017
Once again, the country faces the prospect of Washington fiddling with the Tax Code, fanning uncertainty over the future of our overall tax system. Deja vu, estate tax “reform” is in the air. How should advisors and clients handle insurance planning in the next decade, especially given that we’ve been down this road before? The experience learned might serve as a guide for the future.
Congress and POTUS #45
Little has been heard from POTUS #45 (Donald J. Trump) about tax reform since his inauguration a few months ago. Based on the Republican-led Congress’ blueprint, we know that both POTUS #45 and the GOP agree that Republicans would like to eliminate the estate tax (again). In truth, the Republican blueprint prepared in the House has mor...
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