LEVERAGING INCOME AND TRANSFER TAX-FREE GROWTH COMBINING ILIT TRUSTS AND UNIVERSAL LIFE INSURANCE

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Establishing and funding an irrevocable life insurance trust (commonly known as an ILIT) with permanent life insurance provides the straight forward route to enjoy income and transfer tax benefits.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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