Case Study: Repurposing Life Insurance as an Estate Planning Tool

Chief Investment Officer Troy Harmon, CFA, CVA, is joined Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the expanded estate tax exemption limits expire and revert to 2017 levels. 

Read the Article: https://www.henssler.com/the-role-of-irrevocable-life-insurance-trusts-in-estate-planning