Questions to Ask Your Attorney or CPA About Insurance Planning
8 Key Questions
How does my current estate plan account for life insurance proceeds?
Should I consider an ILIT to keep insurance outside my taxable estate?
Are my beneficiary designations coordinated with my will and trust?
Do any of my insurance policies need to be reviewed based on recent tax law changes?
Are there opportunities for income or estate tax savings with my current coverage?
Is my business succession plan properly funded and structured?
Should I consider gifting life insurance to my heirs or to charity?
What steps should I take to make sure my policies are reviewed regularly?
More Resources
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Protecting Your Legacy
5 Key Insurance Strategies
A free guide for families focused on long-term protection and planning
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Coverage Review Checklist
Identify gaps, overages, and outdated policies in your current coverage.
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Glossary of Key Insurance Terms
Plain-English definitions of terms like “ILIT,” “cash value,” “term conversion,” and more