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Re: life insurance portability
- To: Noelle <noelle>
- Subject: Re: life insurance portability
- From: robert <http://dummy.us.eu.org/robert>
- Date: Sat, 22 Jun 2024 10:20:42 -0700
- Keywords: our-Oakland-cell-phone-number
https://www.jpmorgan.com/insights/wealth-planning/estate-planning/when-does-it-make-sense-for-a-trust-to-own-your-life-insurance-policy
This suggests changing the life insurance beneficiary to the trust. I
could do that, but it may make getting the moneys a bit more complicated
for you upon my death. It may be easier to just keep you as the
beneficiary.