Why consumers’ attitudes toward life insurance are changing
July 26, 2016 by Ed McCarthy, CFP, RICP
It’s impossible to predict if and how estate taxes could change under a new president and Congress, but for 2016, at least, married clients with joint estates under $5.45 million still fall under the taxable threshold. States’ estate taxes are another story, of course, and can still require planning.
The liquidity that life insurance provides to help with estate expenses was a key motivation for the product’s use.
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