Life insurance has long been part of Estate Plans, whether used to ensure liquidity for the estate on the death of the insured, or simply as income replacement on the death of the insured. Understanding the impact of life insurance on an estate plan has become critically important. A recent tax court case resulted in a big win for the taxpayer in a complex set of facts which could impact how you incorporate life insurance for your Estate Planning clients. Read on to learn more.
Sara is a founding partner of Ovando Bowen LLP. Prior to starting her own firm, Sara worked at a personal injury and employment firm. Sara now focuses her career on helping entrepreneurs form their companies and manage business risks, estate planning and probate.
Latest posts by Sara Ovando (see all)
- Application of the Transfer for Value Rule to the Sale of Life Insurance - April 4, 2022
- What Estate of Marion Levine Means for Life Insurance - April 3, 2022
- Overtime and Exemptions - January 4, 2022
