Involving Your Significant Other In Estate Planning

摘要

Tax-Advantaged Life Insurance. Finding the dollars to pay premiums without digging into your own pocket is usually challenging. We did it for [Joe] and [Mary] in two ways: First, we used a retirement plan rescue. We used the funds in Joe's rollover IRA to buy $3 million of secondto-die life insurance (on both Joe and Mary). Second, we used the IDT hold-back method. This strategy is cool.