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Irrevocable Life Insurance Trust (ILIT) Guide-1

Access 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 guide. 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