Life insurance can play a key role in your estate plan by simplifying the transfer of assets and addressing potential estate taxes. It provides a reliable source of financial support for your ...

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

The strategic use of life insurance helps equalize inheritances, provide immediate liquidity for tax bills and more ...

A frequently overlooked aspect of a client’s life insurance is proper alignment with their estate planning goals. Between the typical set-it-and-forget-it mentality and a simple beneficiary approach ...

One area of our practice that’s gaining increasing attention is U.S. life insurance planning for foreign national clients with U.S. situs assets. These assets could be exposed to future gift and ...

Benjamin Franklin once famously opined that nothing in the world could be certain but death and taxes. But when it comes to estate planning, how can you separate the certainty of the former from the ...

Asset protection is a topic relevant to almost all clients. A foundation of asset protection is a proper insurance plan that includes auto, property and business liability coverage, among other types ...

With current estate-tax rules set to expire at the end of next year, life insurance could help heirs to some high net worth clients avoid bigger costs and payments to Uncle Sam in the future.

Ultra-wealthy people use life insurance products to mitigate and defer taxes. The rest of us use life insurance as a safety net to take care of the people we love and worry about the most. Patricia De ...