HOW DOES LIFE INSURANCE FIT INTO YOUR ESTATE PLAN WHEN YOU HAVE A TRUST?

It's a frequently asked question: if you have established a trust, should your life insurance be changed to reflect that fact? The answer depends on your individual circumstances, but it's definitely a subject that you should address with your estate planner.
My latest newsletter contains a discussion of integrating your life insurance with your trust, with tips on how to approach the question under a variety of circumstances. You can gain valuable information on this important topic and other estate planning, tax, and real estate topics, by reading my monthly newsletter. It's posted every month in the publications section of my firm's web site.
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