Life insurance strategies could help wealthy families remove assets from their estates while acting as the collateral for loan financing and a source of tax-free distributions. Processing Content ...
Forbes contributors publish independent expert analyses and insights. Matthew Roberts is a tax attorney who covers tax litigation and fraud. Under a split-dollar life insurance arrangement, a third ...
Families hunting for ways to stave off inheritance tax bills are sending life insurance sales soaring – but lawyers are warning the payment strategy could be worthless unless structured the right way.
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