Leveraging Gifts with Life Insurance

What this episode covers

"If done correctly, the life insurance policy pays out a death benefit that is tax free to their children and passes outside of the estate, avoiding estate tax as well. At no out of pocket expense, this family has leveraged ‘small’ annual gifts to provide a legacy to the grandchildren." - Blair duQuesnay For more visit: The Belle Curve For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of Ask The Compound?

This episode is 6 minutes long.

When was this Ask The Compound episode published?

This episode was published on April 13, 2021.

What is this episode about?

"If done correctly, the life insurance policy pays out a death benefit that is tax free to their children and passes outside of the estate, avoiding estate tax as well. At no out of pocket expense, this family has leveraged ‘small’ annual gifts to...

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