The Private Trust Company, an affiliate of LPL’s Post

It's #TermTuesday and we're defining Irrevocable Life Insurance Trusts (ILITs). Here are 3 factors that could help you determine if an ILIT is right for you or your client: ✅ You have a sizable estate and are looking to minimize estate taxes ✅ You want to ensure that your life insurance proceeds are protected from creditors ✅ You desire control over how your life insurance benefits are distributed to beneficiaries Questions? We have answers. Get in touch with our team today: 🔗 https://bit.ly/487ZvtE #Estateplanning #LifeInsurance #FinancialAdvisors #Trusts

  • No alternative text description for this image

To view or add a comment, sign in

Explore topics