Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the estate. But, there are two potential traps in this.
Attorney Caprice L. Collins is a top rated Harvard Law School graduate. She has 34 years of legal experience with a successful law practice devoted exclusively to Estate/Business Planning and Trust Administration. Attorney Collins is a well-respected keynote speaker on Wills, Living Trusts, Estate Planning, Business Planning and Trust Administration. She has appeared on California’s Real Estate Radio Station KTLK AM 1150 as a legal expert on Estate Planning and Living Trusts among many other notable media appearances.
Latest posts by Caprice Collins (see all)
- Estate Planning Lessons from the Movies – Part I - December 4, 2023
- What Happens When You Don’t Trust Your Trustee – Part II - November 30, 2023
- Should I Contest My Parent’s Will? - November 24, 2023
