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Articles, tagged with "life insurance policy", page 1
Divorce
Home loan Payoff (even though some might debate this, most advisors use this) Adjustment Time period (usually one particular ages wage) Schooling Fund ((Personal College expenditures till graduation when relevant and/or total college costs) X # of You...
Author: Benjamin Greer
The Best Divorce Lawyers in Greensboro NC
22nd June 2011Home loan Payoff (even though some might debate this, most advisors use this) Adjustment Time period (usually one particular ages wage) Schooling Fund ((Personal College expenditures till graduation when relevant and/or total college costs) X # of You...
Author: Benjamin Greer
Business Law
Whether you are concerned about your child’s education, your daughter’s marriage or even your retirement days, SBI life insurance will provide you lifelong support. SBI Life Insurance is a top life insurance company and makes buying life insurance simple ...
Author: Terry Jonnathan
Protect Your Loved Ones with SBI Life Insurance
28th February 2011Whether you are concerned about your child’s education, your daughter’s marriage or even your retirement days, SBI life insurance will provide you lifelong support. SBI Life Insurance is a top life insurance company and makes buying life insurance simple ...
Author: Terry Jonnathan
Trusts
You may think of life insurance in very simple terms: you buy a policy so that your loved ones will have some financial assistance when you die. But if you have assets of $1 million or more, you should view life insurance as a tool – kind of a Swiss army ...
Author: Ishan Goradiya
The value of life insurance trusts
13th January 2011You may think of life insurance in very simple terms: you buy a policy so that your loved ones will have some financial assistance when you die. But if you have assets of $1 million or more, you should view life insurance as a tool – kind of a Swiss army ...
Author: Ishan Goradiya
Taxes
Tax Advantages Money invested and allowed to accumulate in an annuity for several years grows without the need to pay taxes until you begin receiving payments. This is called tax deferment. Death and disability are the only reasons the IRS allows ...
Author: Simon
Tax Advantages for the Annuity Holders
28th October 2010Tax Advantages Money invested and allowed to accumulate in an annuity for several years grows without the need to pay taxes until you begin receiving payments. This is called tax deferment. Death and disability are the only reasons the IRS allows ...
Author: Simon
Taxes
Usually when you set up a life insurance policy you will base the level of life insurance cover (for example $500,000) on your situation, needs, and budget. For example your life insurance might take care of debt, provide for dependants, or have enough to...
Author: cisamitesh
How to lower the cost of your life insurance
28th September 2010Usually when you set up a life insurance policy you will base the level of life insurance cover (for example $500,000) on your situation, needs, and budget. For example your life insurance might take care of debt, provide for dependants, or have enough to...
Author: cisamitesh
Estate Planning
Irrevocable life insurance trusts ("ILITs") are commonly used to keep insurance proceeds outside the estates of the grantor-insured, the grantor's spouse, and the grantor's descendants (if a generation-skipping trust is used). As the name indica...
Author: Julius Giarmarco, Esq.
Switching Irrevocable Life Insurance Trusts
26th March 2010Irrevocable life insurance trusts ("ILITs") are commonly used to keep insurance proceeds outside the estates of the grantor-insured, the grantor's spouse, and the grantor's descendants (if a generation-skipping trust is used). As the name indica...
Author: Julius Giarmarco, Esq.
Trusts
The benefits of an intentionally defective grantor trust (“IDGT”) are well known. First, the grantor’s payment of the trust’s income taxes is essentially a tax-free gift to the beneficiaries of the trust. Rev. Rul. 2004-64. Thus, the assets in the trust g...
Author: Julius Giarmarco, Esq.
Intentionally Defective Beneficiary Trusts
26th March 2010The benefits of an intentionally defective grantor trust (“IDGT”) are well known. First, the grantor’s payment of the trust’s income taxes is essentially a tax-free gift to the beneficiaries of the trust. Rev. Rul. 2004-64. Thus, the assets in the trust g...
Author: Julius Giarmarco, Esq.