life insurance and tax planning – The Burns Firm – Advisors of Complex Financial Matters

Why You Should Keep Life Insurance Out of Your Estate

April 7th, 2020|Categories: Accounting, Burns Firm, Tax, Tax Planning, Tax Return|Tags: Coronavirus CARES Act, coronavirus tax relief, Coronavirus update, Covid-19, CPA Dallas The Burns Firm, keep life insurance out of estate, life insurance and tax planning, life insurance and taxes, Tax planning, tax preparation|

If you have a life insurance policy, you probably want to make sure that the life insurance benefits your family will receive after your death won’t be included in your [...]