Estate Planning Distribution

Estate Planning Distribution

The distribution between bequests made before death and those made after death. For example, one may distribute 40% of his/her property before death by putting it in a trust and keep the remaining 60% until he/she dies. This may have positive estate tax implications by reducing one's personal net worth.
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Previously, she managed life, annuity and estate planning distribution for Morgan Stanley Dean Witter; designed, managed and wholesaled annuity products for Allstate; and provided actuarial consulting on product development through Tillinghast.