Life insurance is a significant part of estate planning, commonly used to ensure liquidity for the estate on the death of the insured or simply as a method of income replacement on the death of the insured person. How does life insurance affect your estate? A recent tax court case resulted in a big win for the taxpayer in a complex set of facts which could impact how you incorporate life insurance for your Estate Planning clients. Read on to learn more.
Estate Planning Attorney at Slaton Schauer Law Firm, PLLC
Regina Slaton Schauer, has been practicing law for 25 years and is licensed to practice in Texas and Oklahoma. In addition to doing estate planning, her background includes being a Judge for eight years, working in a district attorney’s office and running two international programs where children were brought from orphanages and placed into loving American homes.
Latest posts by Regina Slaton Schauer (see all)
- Avoid This Common Mistake That Can Erase Lifetime Legacies - May 3, 2023
- Charitable Planning in Times of Crisis - May 2, 2023
- When Might I Pay Capital Gains Taxes? - April 26, 2023
Is Your Estate Plan Lacking?