William Byrnes' Tax, Wealth, and Risk Intelligence

William Byrnes (Texas A&M) tax & compliance articles

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

LifeHealthPro.com is the vital online destination for life & health insurance advisors, designed to provide them with the essential elements they need to run their practice and increase their bottom line including breaking news, market trends, practice tips and more.

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