Even individuals with modest estates purchase life insurance which means that Estate Planning attorneys must understand the rules regarding taxation of life insurance. Retention of certain powers or certain transactions could cause negative income, gift, or estate tax consequences. Read on to learn more.
Clients notice Michael Robinson’s unique approach to his estate planning practice the minute they walk through his office doors.
Latest posts by Michael Robinson, Estate Planning Attorney (see all)
- Just When You Thought You Understood the 10-Year Rule, Think Again - May 11, 2022
- Let’s Talk about Trusts…and Taxation - May 4, 2022
- Do You Have to Accept an Inheritance? - April 28, 2022
