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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:
  • 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