Bloomberg Tax
July 19, 2023, 9:00 PM

When Premature Life Insurance Expiration Disrupts an Estate Plan

Henry Montag
Henry Montag
The Toli Center East

While there are numerous aspects of our lives that we cannot control, there are strategic steps that clients can be advised to take that will will mitigate their financial risks and result in a predictable and known financial outcome for them. No, we’re not speaking about investment risk, as there’s no such thing as a predictable and known outcome in that world. Instead we’ll examine several financial planning strategies that, if properly identified and drafted with appropriate wording by an experienced attorney and combined with a properly selected and managed insurance product, can go a long way in minimizing the ...

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