Test Alert 1: Test alert. Integer posuere erat a ante venenatis dapibus posuere velit aliquet.
Proposed Tax Law Changes - Six Opportunities for Life Insurance

This chart summarizes six proposed tax changes and the life insurance implications for each. It covers estate and gift tax changes, graduated estate tax rate, limitation on lifetime gifts and annual exclusion (Crummey gifts) to trusts, as well as changes to step-up in basis, GRATs and Grantor trusts.

Published: March 4, 2022
Tracking Code: 70091
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer
Share
Free Download