Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the estate. But, there are two potential traps in this.
Stephanie has been practicing in the Cobb County area since 2006. Her professional work focuses on family and probate law, and she serves as a Guardian ad Litem in both the Superior and Probate courts. Stephanie is very engaged in both the legal and the local community. Her volunteer work has been recognized at both the county and state level.
Latest posts by Stephanie Steele (see all)
- Removing Life Insurance from the Taxable Estate - July 22, 2020
- Removing Life Insurance Without Triggering the Transfer for Value Rule - July 17, 2020
- Is it Dementia or Just Memory Loss - July 16, 2020
