Thursday, November 27, 2008

Insurance Companies Put Their Money Where The IRS’s Mouth Is!

As explained in a previous post, if the owner of a policy sets up a life insurance trust and changes the ownership and beneficiary to the trust, and a death occurs within three years of that change, the IRS will roll the clock back to ...

hinermangroup.com/blog/2007/10/07/insurance-companies-put-their-money-where-the-irss-mouth-is/