Life Insurance Trusts

As a tax-planning vehicle, a life insurance trust provides liquidity when it is needed most. As trustee, we can help avoid a variety of regulatory pitfalls. An Irrevocable Life Insurance Trust shelters the death proceeds from estate taxes and allows you to reduce your taxable estate during life by making gifts to the trust.

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Securities and Insurance Products are: Not FDIC insured.  May lose value. No bank guarantee.  
Not a deposit.  Not insured by any federal or state government agency. 

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