Creative Solutions to Simplify Estate Tax Issues

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Jason Schlinger

Jason Schlinger joins us for today’s Lifetime Income podcast to discuss how to use life insurance to assist with estate tax problems. Jason explains ILITs or Irrevocable Life Insurance Trusts, how you can use them to pay for estate taxes, and the various methods to do this. Jason also discusses the use of life insurance for business succession planning through a buy-sell agreement. Jason Schlinger is an attorney at Worden Williams LLP and specializes in estate planning, trust administration, probate, tax, business and real estate.

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About James J Puplava CFP

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