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A Step-By-Step Guide to Setting Up an Irrevocable Life Insurance Trust

by John McDonough
December 9, 2025July 10, 2026

An Irrevocable Life Insurance Trust (ILIT) is a powerful estate-planning tool that can keep life insurance proceeds out of your taxable estate while protecting assets for your heirs. This practical, step-by-step guide explains each stage.

Irrevocable Life Insurance Trust: The 2026 Guide

by John McDonough
December 4, 2025July 10, 2026

Learn how an irrevocable life insurance trust protects wealth and how an estate planning trust reduces taxes. Start securing your financial legacy today.

Our Disciplines

Tax Planning

Estate Planning

Asset Protection

Premium Finance

Why our strategies

Built to endure beyond a lifetime

irrevocable trust setup

A Step-By-Step Guide to Setting Up an Irrevocable Life Insurance Trust

Irrevocable Life Insurance Trust: The 2026 Guide