17:I[66739,["/_next/static/chunks/0.3dg.jzl0xwf.js?dpl=dpl_F1YwpydxFehTJxgSzTNBrUVRTQpv","/_next/static/chunks/0s3w63gp9~d8s.js?dpl=dpl_F1YwpydxFehTJxgSzTNBrUVRTQpv","/_next/static/chunks/0kllbnt_hzshd.js?dpl=dpl_F1YwpydxFehTJxgSzTNBrUVRTQpv","/_next/static/chunks/053zyoym-_i67.js?dpl=dpl_F1YwpydxFehTJxgSzTNBrUVRTQpv","/_next/static/chunks/0u2ayibg4ahb..js?dpl=dpl_F1YwpydxFehTJxgSzTNBrUVRTQpv","/_next/static/chunks/0i99rkyrer3ax.js?dpl=dpl_F1YwpydxFehTJxgSzTNBrUVRTQpv"],"default"] 19:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_F1YwpydxFehTJxgSzTNBrUVRTQpv","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_F1YwpydxFehTJxgSzTNBrUVRTQpv"],"IconMark"] 18:T4e8,

In this episode, Ben Lake, CFA®, CFP® and I break down ILITs, Irrevocable Life Insurance Trusts, and why they matter for high net worth families. At a 40% federal rate above the exemption, that can mean writing a check for tens of millions of dollars.

The real issue? Liquidity.

If your net worth is tied up in a private business, real estate, or other illiquid assets, your family may not have the cash to pay the estate tax bill when it comes due. That can force a rushed sale, major discounts, or unnecessary stress.

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✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

✅ My personal blog & newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thomaskopelman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

Understanding Irrevocable Life Insurance Trusts (ILITS)

The Long Game

Understanding Irrevocable Life Insurance Trusts (ILITS)