))
How to Structure a Trust for Life Insurance the Right Way
Manage episode 476360975 series 3649965
Content provided by Keenan Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keenan Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Most people think life insurance is just a death benefit. But in this episode, we flip the script.
Kenan Roberts dives into how to use life insurance and trusts together to protect your wealth, preserve control, and create strategic liquidity—without triggering estate taxes, probate, or financial chaos.
Learn why the traditional Irrevocable Life Insurance Trust (ILIT) structure may not serve your best interests, and discover how to maintain control without being the grantor.
You’ll hear:
- The two ways trusts and life insurance work together
- How to create tax-efficient liquidity inside a trust
- What most estate planners get wrong about ILITs
- Why control without ownership is the ultimate strategy
- How to avoid leaving your heirs a mess instead of a mission
This episode is for wealth builders, business owners, and legacy-minded families who want more than just protection—they want power, privacy, and generational continuity.
6 episodes
Share
