concept-piece-download-70063-bequests-vs-life-insurance

When someone plans to leave a charitable legacy, the typical approach is to include a bequest in the will. Instead, try using life insurance. Have the charitable organization purchase life insurance on the life of the donor or name the charity as beneficiary of an existing policy.

Published: January 17, 2023
Tracking Code: 70063
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer
Share
Free Download