Make Sense of Establishing and Administering an Irrevocable Life Insurance Trust

Access the ILIT Checklist

Irrevocable Life Insurance Trusts (ILITs) can be a powerful estate planning tool for both you and your beneficiaries. However, they come with a lot of fine print.

Establishing and administering an ILIT requires a deep, multi-step approach. To help you make sense of the ins and outs of the process, we created this thorough, interactive guide. In it, you will find:

• Tips on how to exclude your life insurance from potential federal estate taxes

• Best practices on establishing and administering your ILIT

• Helpful question-and-answers to narrow your focus