12 more estate planning tax facts you need to know
Posted by William Byrnes on April 8, 2014
Estate planning is a complicated business. Before you sit down with clients, find out what Uncle Sam will demand if a life insurance policy or an annuity is part of their estate, or part of a recent inheritance.
1. When are death proceeds of life insurance includable in an insured’s gross estate?
They are includable in the following four situations: … Read all 12 Tax Fact estate planning tips at LifeHealthPro
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