Tax Planning with Life Insurance: Analysis with Forms.
Author | Fink, Philip R. |
Position | Brief article - Book review |
Tax Planning with Life Insurance: Analysis with Forms, by Howard M. Zaritsky and Stephan R. Leimberg (WG&L, 2d ed., 1998), provides a comprehensive and practical guide to life insurance tax planning. The book presents ideas and planning strategies for using life insurance to accumulate tax-sheltered wealth, then shows how to transfer wealth flee of estate, gift and generation-skipping transfer taxes. It covers using life insurance in both revocable and irrevocable trusts; creative uses of life insurance for charitable giving; and corporate and partnership uses of life insurance. In addition, the book thoroughly...
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