Golan Christie Taglia partner Brian T. Whitlock continues his discussion of life insurance in part II of his article “A Practical Guide to Life Insurance: Part II – Income, Gift, and Estate Tax Implications (Traps for the Unwary).” In it, he expands upon income taxation of life insurance, corporation's burdens and benefits to employee life insurance, ways to protect assets lost to estate taxes, and more in the latest installment.  

For more information, read the complete article here.

Brian T. Whitlock’s experience encompasses wealth transfer strategies for high-net-worth individuals, business succession planning and the meticulous handling of trust, estate and exempt organization administration and tax compliance. He also contributes his knowledge as an adjunct faculty member at the Northwestern University Pritzker School of Law.

Golan Christie Taglia, with 30 years of dedicated service, has consistently delivered successful outcomes while prioritizing top-tier quality and personalized attention for clients. With a diverse clientele that includes entrepreneurial ventures, high-net-worth individuals, middle-market businesses and nonprofit organizations, GCT stands as a strong and trustworthy firm for its clients.