The role of IDGTs in an integrated financial plan

10/3/2013 | Tom Tillery blog

Blogger Tom Tillery talks about the applications of Intentionally Defective Grantor Trusts in an integrated financial plan. This column discusses the benefits of using an IDGT with life insurance to exclude the death benefit from the grantor's taxable estate. Even though the federal estate tax exemption has been raised, Tillery writes, there are still benefits to using the IDGT, such as asset protection.

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