Do you need life insurance?

Maybe. And truth be told, at your demise you don’t need life insurance – your beneficiaries do.

People buy life insurance for what it does, not what it’s called. The first step in determining if life insurance is appropriate is to think about your inevitable demise. What if you die tomorrow? What if you don’t die for many many years?

  • How do you want the people you care about to be able to live their lives without you?
  • How do you want to protect them?
  • How do you pass down who you are and what you value?
  • How do you deal with your assets?

Those are the very broad questions. The answers are not short or simple. You need someone who will listen to you and your philosophy to help you accomplish your goals. This is true estate planning.

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“Prepare for the Options – Three big events affected life insurance in 2016” – Trusts & Estates, January 2017“Tax Court Decision Affirms Beneficial Split-Dollar Transactions” (with Martin Shenkman) – The CPA Journal, August 2016“Lee Slavutin & Richard Harris on Intergenerational Split Dollar: What Can We Learn from Morrissette, Levine and Neff?” – Steve Leimberg’s Estate Planning Newsletter, #2443 August 9, 2016“Tax Court Rules Intergenerational Split-Dollar Arrangement is Covered by Split-Dollar Regulations 1.61-22” – AALU Washington Report, May 10, 2016“Intergenerational Economic Benefit Split-Dollar Transaction Passes Crucial Test in Tax Court” (with Espen Robak) – Wealth Strategies Journal, April 20, 2016“Irrevocable Life Insurance Trust Bank” – WealthManagement.com, April 26, 2016“No-Gift Irrevocable Life Insurance Trust Funding” WealthManagement.com – Trusts & Estates, March 18, 2016“Freeze, Arbitrage and Discounts” Elite Advisor Expert Team Report, March 28, 2013“The Split-Dollar Legacy Trust” (with Martin Shenkman and Lawrence Brody) – Trusts & Estates, August 2012“Split-Dollar Loan to Grantor Irrevocable Life Insurance Trust” – Estate Planning, December 2009“Split-Dollar Arrangements for Life Insurance – an Overview” (with Martin Shenkman) Wealth Strategies Journal, November 2007“Split Dollar Opportunities”, Trusts & Estates, May 2006