For many affluent families, estate planning feels complete. Trusts are drafted, assets are titled, beneficiary designations are in place, and advisors are...
Estate Liquidity: Planning Before the Event, Not After It
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Insights
Irrevocable Life Insurance Trust
An Irrevocable Life Insurance Trust is used to own life insurance coverage outside an estate making the death benefit both income and estate tax-free.
[Case Study] Planning for a Tax-Efficient Legacy Using an Irrevocable Life Insurance Trust
Mike (Age 59) and Carol (Age 57) have an $18 million estate. They both recognize that under current laws their estate would not be taxable today. They also...
Irrevocable Life Insurance Trust: How an ILIT Helps Create Estate Liquidity
Updated May 5, 2026 to reflect current estate tax exposure and planning considerations. An irrevocable life insurance trust, often called an ILIT, is a...
High Net Worth Life Insurance Estate Planning
When it comes to estate planning, life insurance can be an important tool for high-net-worth individuals and families. Often, life insurance is used to help...
The Benefits of A Spousal Lifetime Access Trust (SLAT)
A Spousal Lifetime Access Trust (SLAT) allows a client to make irrevocable transfers of assets to fund trust-owned life insurance. A Spousal Lifetime Access...
Advanced Planning: Leveraging Sales to a Defective Trust Using Life Insurance
A high-net-worth family was working with their estate planning attorney to reduce estate taxes and minimize gift taxes. The couple’s $160 million net worth is...