A life insurance trust lets you have more control over how and when your loved ones receive the lump sum payout from your insurance when you die. You might also help reduce an inheritance tax bill ...

Death and taxes may be certainties of life, but how much tax your family pays upon your death is still within your control to a certain degree. The federal estate tax exemption under current law is ...

Click here to BUSINESS CONTINUATION AGREEMENTS are often partially funded or totally funded with life insurance. Most, if not all, of the life insurance proceeds are includable in the estates of the ...

Should you name your living trust as the beneficiary of your life insurance policy? Is it better to name specific individuals as direct beneficiaries? This decision can have significant implications ...

Using life insurance in estate planning is a strategic approach that ensures your loved ones' financial security after your ...

Life insurance can in some instances help your clients lower their estate taxes, particularly in cases where the expiring provisions of the 2017 Tax Cuts and Jobs Act could mean higher levies, ...