Download the ILIT Checklist
Irrevocable Life Insurance Trusts (ILITs) can be a powerful estate planning tool for both you and your beneficiaries. However, they come with a lot of fine print.
Establishing and administering an ILIT requires a deep, multi-step approach. To help you make sense of the ins and outs of the process, we created this thorough, interactive checklist. In it, you will find:
Establishing and administering an ILIT requires a deep, multi-step approach. To help you make sense of the ins and outs of the process, we created this thorough, interactive checklist. In it, you will find:
- Tips on how to exclude your life insurance from potential federal estate taxes
- Best practices on establishing and administering your ILIT
- Helpful question-and-answers to narrow your focus