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Estate Planning with Life Insurance

Estate Planning with Life Insurance outlines the many roles life insurance can play in estate planning for business owners and high net worth individuals. This practical guide helps to understand the unique ways in which life insurance can assist in meeting financial and insurance objectives, both during and after one's lifetime.
Topics include:
  • How to resolve and plan estate liquidity needs
  • Using life insurance to reduce lifetime income taxes
  • Using life insurance as a charitable gift
  • The vital role life insurance can play in business succession strategies
  • Detailed discussion of creditor protection
  • Opportunities for life insurance that have been created by recent tax changes.
Estate Planning with Life Insurance is part of CCH's Financial Advisor Series, written by financial advisors for financial advisors; however, "laypeople" will find the information very interesting and easy to follow.
Written by Glenn R. Stephens. Published by CCH Canadian Ltd., 1999.
B496 $24.95

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Last modified: May 16, 2000

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