Insurance Archives

Irrevocable Life Insurance Trusts: An Estate Planning Tool

by James Osborn | Sep 17, 2024 | Financial Planning, Gift Tax Exclusion, High Net Worth, Insight, Insurance, Taxes

Irrevocable Life Insurance Trusts: An Estate Planning Tool Search for: Irrevocable Life Insurance Trusts (ILITs) are powerful tools for estate planning. There are two key features that make up an ILIT: a Life Insurance Policy and an irrevocable trust. By combining...

Guide to Annual Benefit Enrollment

by victor | Nov 2, 2023 | Benefits, Insight, Insurance

Guide to Annual Benefit Enrollment Search for: It’s Annual Enrollment Time… this year, commit to looking at your benefit choices with a fresh set of eyes instead of just rolling over what you did last year. These decisions can have long-reaching impact on your...