What Estate of Marion Levine Means for Life Insurance

Who is Marion Levine? How do they affect your life insurance?

Life insurance is a significant part of estate planning, commonly used to ensure liquidity for the estate on the death of the insured or simply as a method of income replacement on the death of the insured person. How does life insurance affect your estate? 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. 

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