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 ...

When a married parent creates an irrevocable trust for the benefit of his or her children, the married parent, as the creator or settlor of the trust, often provides for his or her spouse to have ...

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

Discover why financial advisors offer life insurance as part of financial planning, benefiting clients by integrating insurance and wealth protection strategies.

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 ...

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 ...