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Another Look at Personal Trusts

The insureds are a husband and wife who put their residence into a personal trust as a part of the financial plan they developed with their attorney and CPA. Both have been in declining health for several years and, earlier this year, the wife had to go into a nursing home. A couple of months ago, the husband moved into an Assisted Living Facility. The agency is wondering how to handle their insurance. What they don't know is that it's possible the couple and their trust have NO insurance on the home.

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​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

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