concept-piece-download-70083-estate-equalization

Balancing inheritance equally among multiple children is a common estate planning topic. When one heir is inheriting a business, life insurance can provide a lump sum amount to the other heir. In this case, a split-dollar arrangement eliminated uncertainty and achieved fairness.

Published: January 17, 2023
Tracking Code: 70083
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer
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