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Tag: Incidents of Ownership

Avoid a Commonly Overlooked Estate Tax Blunder: Life Insurance Policy Ownership

September 2, 2014

By webenertia_admin

In planning for the event of your passing, you’ve thoughtfully established a living trust, generously gifted to family members along the way, invested wisely, and intend to leave a sizable estate for your heirs. Included in your financial planning has been the purchase of a life insurance policy to provide replacement income at your death. … Continued

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