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

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.

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

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 ...

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 ...

In a unanimous decision, the Supreme Court ruled for the IRS and against a taxpayer arguing that life insurance proceeds reduced the value of a family business for estate tax purposes. In the life ...

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 ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. Suzanne is a content marketer, writer, and fact-checker. She holds a ...

One of the most valuable features of life insurance is that the beneficiary receives the death benefit income-tax free.