Irrevocable Life Insurance Trust

“Irrevocable trusts are how you pass on wealth with peace of mind.”

—Tony Robbins

Preserve wealth. Minimize taxes. Protect your legacy.

How It Shields Your Estate

An Irrevocable Life Insurance Trust (ILIT) is a legal structure that owns a life insurance policy outside of your taxable estate. The trust receives the death benefit income- and estate tax-free, keeping it protected from creditors, probate, or estate taxes. ILITs give you control over how and when beneficiaries receive funds, while helping reduce estate size and ensure tax-efficient generational wealth transfer.

Designed for Legacy-Focused High-Net-Worth Individuals

Ideal for affluent families, business owners, and estate planners concerned about taxes, creditor exposure, or family dynamics. ILITs are best for those seeking a structured, tax-smart legacy plan, with full control over distribution terms—while keeping assets out of the IRS’s reach and preserving more for the next generation.

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