Parker/Hunter: Insurance Portfolios

Financial and Estate Planning
Wealth Accumulation and Distribution

Insurance Portfolios

Insurance is a unique asset in that it is received income-tax free by the beneficiary. And, in many states, life insurance benefits are not subject to state inheritance tax. By contrast, the federal estate tax laws include life insurance proceeds in the calculation of your gross federal estate if your policy is owned by the insured/decedent.

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