As a result of the Tax Cuts and Jobs Act passed in 2017, the estate tax exemption more than doubled from $5.49 million per individual in 2017 to $12.08 million in 2022. Form many people, the primary reason to establish an irrevocable life insurance trust (ILIT) was to make sure proceeds of their life insurance policies would not be subject to estate tax. Upon the grantor’s death, his or her loved ones would receive the insurance proceeds,
116 Intracoastal Pointe Dr.
Suite 400
Jupiter, FL 33477
Inlet Private Wealth®, LLC is a
registered investment advisor
Inlet Private Wealth, LLC (“Inlet Private Wealth”) is an SEC registered investment adviser with a principal place of business in Jupiter, Florida. Inlet Private Wealth and its representatives are in compliance with the current registration and notice filing requirements imposed on SEC registered investment advisers by those states in which Inlet Private Wealth maintains clients. Inlet Private Wealth may only transact business in those states in which it is registered, notice filed, or qualified for an exemption or exclusion from registration or notice filing requirements.
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