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Home Estate Planning Removing Life Insurance Without Triggering the Transfer for Value Rule

Phil Keenan July 23, 2020

Removing Life Insurance Without Triggering the Transfer for Value Rule


Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the taxable estate. But there are two potential traps in this. The prior article examined the first trap, the three-year lookback of Section 2035. This article will examine how the Transfer for Value rule can make life insurance taxable. Read on to learn more about how to avoid the income taxation of life insurance. Read on to learn more

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Trust or Will

Updating Your Plan: Your Trust or Will

As we enter the new year year, it’s a good time to think about updating your plan. This includes your entire plan, including your primary vehicle, … [Read More...] about Updating Your Plan: Your Trust or Will

Powers of Attorney

Updating Your Plan: Powers of Attorney

As we enter the new year, it’s a good time to think about updating your plan. This includes your entire plan, including Powers of Attorney. Powers of … [Read More...] about Updating Your Plan: Powers of Attorney

public charity

It’s Better to Give, Especially This Year

Normally, you must itemize your deductions in order to benefit from them. In 2020, the standard deduction amount is $12,400 for individuals and … [Read More...] about It’s Better to Give, Especially This Year

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