Posted by Bob Burton on Tue, May 5, 2009 @ 06:37 PM

Sound esoteric?  It is!  And it’s not for the faint-at-heart.  In fact, it was presented as an “aggressive, pushing-the-envelope technique” for very high net worth individuals that should be considered only after all other more main stream planning techniques have been implemented.

Posted by Bob Burton on Wed, Jan 2, 2008 @ 12:20 PM

Irrevocable Life Insurance Trusts, and especially Intentionally Defective Grantor Trusts, are almost always the best way to go when life insurance (both single life and 2^nd-to-Die) is being purchased to pay estate taxes.