Life Insurance Planning After Tax Reform

WealthManagement.com
Jan 19, 2018

Barry D. Flagg, Thomas Tietz, Martin M. Shenkman 

The Tax Cuts and Jobs Act was signed into law by President Trump on December 22,
2017. The Act brings direct changes to the tax treatment of insurance and significant
indirect changes to planning with life insurance. These changes present new and
interesting life insurance planning opportunities. Here, we detail the direct and
indirect changes. A future article will cover the insurance planning opportunities.

Read their commentary here.