For married couples with large estates, second-to-die life insurance (sometimes called “survivorship insurance” or “dual-life insurance”) can be a useful tool for providing liquidity to pay estate taxes. This type of policy pays off…
Monroe Moxness Berg has provided legal and financial expertise in business law, finance, mergers and acquisitions, intellectual property, franchise and distribution, estate planning, taxation, wealth preservation, real estate, land use, employment, and commercial litigation for more than 35 years.