DocHub provides a smooth and user-friendly option to slide attachment in your Split Dollar Agreement. No matter the characteristics and format of your document, DocHub has all it takes to ensure a fast and trouble-free modifying experience. Unlike other solutions, DocHub stands out for its excellent robustness and user-friendliness.
DocHub is a web-based tool letting you tweak your Split Dollar Agreement from the convenience of your browser without needing software downloads. Because of its simple drag and drop editor, the ability to slide attachment in your Split Dollar Agreement is fast and simple. With multi-function integration options, DocHub allows you to transfer, export, and modify papers from your selected platform. Your updated document will be stored in the cloud so you can access it instantly and keep it secure. Additionally, you can download it to your hard disk or share it with others with a few clicks. Also, you can turn your document into a template that stops you from repeating the same edits, including the ability to slide attachment in your Split Dollar Agreement.
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This month at Life Insurance Strategies Group, were seeing an increase in the use of intergenerational split dollar, which is a strategy for estate and wealth transfer. Over the last few years, the tax court has made a number of decisions which have reinforced the security of intergenerational split dollar. So what is intergenerational split dollar? Well, its a version of private split dollar and it works like other split dollar plans do, in that there is a sharing of how premiums and and insurance policys proceeds are split. There is a state and gift tax exemption amount of just over $12 million per person right now. This will sunset at the end of 2025 to $5 million indexed for inflation over a few years. This means that it makes it very difficult to get a large amount of money out of ones estate. So one way to do it is to freeze the amount of funds by making a personal loan to a trust to use for estate planning. When those funds move into the trust, theyre frozen in value. They
