Are you Using the Right Trust?
Current tax laws make Irrevocable Life Ins. Trusts (ILITS) more attractive than ever for estate planning, if done right. Don’t take any chances dealing with an ILIT. In this exclusive discussion with Pinnacle Insurance and Financial Services, Stephan R. Leimberg addresses the critical factors in choosing products, beneficiaries, and how to do ILITS right.
Stephan R. Leimberg is the CEO of Leimberg and LeClair, Inc., an estate and financial planning software company and Publisher of Leimberg Information Services, Inc. (LISI), an e-mail newsletter and tax law data base provider. Leimberg is author of numerous books on life insurance, estate, financial, employee benefit, retirement, and charitable planning and a nationally known speaker.