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Lesson 21
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ILIT vs Propiedad Directa
Compara el beneficio neto para tu familia.
Your situation
State
Sin impuesto estatal
Oregon
Massachusetts
Washington
Illinois
New York
Patrimonio (sin póliza) $
Policy benefit $
Exención federal $
Costo del ILIT $
Compare
Direct Ownership
Policy in your name
Taxable estate
—
Federal tax
—
State tax
—
ILIT cost
$0
Net to family
—
ILIT
Policy inside the ILIT
Taxable estate
—
Federal tax
—
State tax
—
ILIT cost
—
Net to family
—
Savings with ILIT
—
—