The Role of Life Settlements In Estate Planning

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Life insurance is a mainstay in estate and business succession/buy-sell planning. Despite its widespread use, however, many advisors and their clients focus on a policy’s death benefits or current cash surrender value (CSV), rather than seeing the value of the life insurance policy as an investment asset with an existing fair market value (FMV) . Through consideration of a life settlement, advisors and their clients can appropriately value and potentially monetize life insurance policies to

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problem Irrevocable Life Insurance Trusts