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Life Insurance Tax-Free Exchanges

Adler Pollock & Sheehan P.C.

Paying for LTC insurance using a tax-free exchange

Nothing can throw a monkey wrench into an estate plan like incurring long-term care (LTC) expenses. An LTC insurance policy can offset these costs, but the premiums can be expensive. One potential source for funding LTC...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - April/May 2013: How to fund long-term care insurance with a tax-free exchange

Long-term care (LTC) insurance is a major expense, especially for someone who purchases it at or after retirement age. One potential source for funding LTC insurance premiums is a total or partial tax-free exchange of an...more

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