A joint life insurance policy covers two people with one death benefit. These policies are usually permanent life insurance ...

Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to ...

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.

Helping senior clients through estate planning requires a comprehensive strategy that includes consultations with their legal and tax advisors to ensure proper asset distribution, minimize tax ...

A clear estate plan isn’t about money alone — it’s about avoiding family conflict, legal chaos, and emotional stress when it ...

Let's be honest, in our world of insurance and finance, we often operate in our lanes. However, something I've learned throughout my career is the immense power of connection, especially when it comes ...

Please provide your email address to receive an email when new articles are posted on . Real estate and life insurance offer the ability to perform tax-free exchanges. Real estate and cash value ...

Life insurance for the affluent offers tax-free inheritance, investment growth, and wealth protection. Discover these ...