Life insurance has long been part of Estate Plans, whether used to ensure liquidity for the estate on the death of the insured or simply as income replacement on the death of the insured. Understanding the impact of life insurance on an estate plan has become critically important. 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.
Girum (“Groom”) Tesfaye, provides extensive estate planning services to individuals and businesses in the DC Metropolitan area (the DMV). His primary focus is to help client’s avoid probate, protect their assets, and provide for the security of their loved ones with a well-crafted estate plan.Read More!
Latest posts by Girum Tesfaye (see all)
- Pet Trusts Because Your Pets Deserve a Plan Too - September 30, 2026
- Estate Planning Mistakes: Why Not Knowing the Law Can Be Costly - September 16, 2026
- What to Do After Inheriting Money: A Smart Guide to Protecting Your Inheritance - September 9, 2026