Potential Tax Law Changes and Implications for Life Insurance

Wealth transfer plans will be affected if proposed tax code changes are signed into law. Some of the changes contained in The 99.5 Percent Act would have a dramatic effect on a foundational component of wealth transfer planning – the irrevocable life insurance trust (ILIT).

Published: March 4, 2022
Tracking Code: 70093
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer
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