Uzairshah2221

Making the Most of Life Insurance in Your Estate Plan

Over the years, life insurance has played a vital role in estate planning relative to either paying off or avoiding estate taxes. People create life insurance to achieve various goals, and this is exactly what we would be covering—wondering how you can achieve your estate planning goals using life insurance? Read on. Income Taxes According […]

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Utilizing Private Placement Life Insurance in Estate Planning

2021 is about to end, and we are still impacted by challenges that have emerged from the COVID-19 pandemic. One of the critical aspects of daily living that people have learned from the pandemic is the significance of asset protection. To help you in this regard, private placement life insurance allows individuals to allocate alternative

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Things to Know After IRS Proposes User Fee for Estate Tax Closing Letters

Unpaid estate taxes can hold both the executors and the estate’s personal representatives accountable if they are applying for or distributing their assets. So, let’s learn more about how things work under IRS (Internal Revenue Service). Role of Estate Tax Closing Letters If you didn’t already know about the estate tax closing letters, they are

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What is ‘Donor Intent’ and How Does it Affect a PA Estate Plan

Charity forms a crucial part of an estate plan for families. Citizens of the state have their own values and morals, and these involve all the religious, social, economic, and non-profit groups. Donating the funds is a common practice among all the residents and not just the wealthy class of individuals. Passing on the money

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