Navigating Life Insurance for Estate Planning
Updated: March 11, 2024
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About Nathan Paulus
Nathan Paulus is the Head of Content Marketing at MoneyGeek, with nearly 10 years of experience researching and creating content related to personal finance and financial literacy.
Paulus has a bachelor's degree in English from the University of St. Thomas, Houston. He enjoys helping people from all walks of life build stronger financial foundations.
sources
- American Bar. "Irrevocable Life Insurance Trusts: An Effective Estate Tax Reduction Technique." Accessed February 23, 2024.
- Insurance Information Institute. "Fact + Statistics: Life Insurance." Accessed February 23, 2024.
- Internal Revenue Service (IRS). "Final regulations confirm: Making large gifts now won’t harm estates after 2025." Accessed February 23, 2024.
- Merrill Lynch Wealth Legacy. "Leaving a Legacy: A Lasting Gift to Loved Ones." Accessed February 23, 2024.