irrevocable life insurance trust

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  Leaving a phoenix-like legacy

  By Louis S. Shuntich  |  April 24, 2013

  With a life insurance-backed donation, clients can keep giving back, even after they’re gone.

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  Protection SLATs offer estate planning flexibility

  By Channing T. Schmidt  |  April 12, 2013

  A protection spousal limited access trust can provide married couples with an estate planning option that better suits their needs.

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  Estate planning in a post-fiscal cliff world

  By David Port  |  March 26, 2013

  Though Congress settled some tax policy issues, other changes loom on the horizon.

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  10 life insurance tax facts you need to know

  By Tax Facts Online  |  March 25, 2013

  Your (and your clients') top 10 tax questions, answered.

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  Adding flexibility to estate plans

  By Joe Kane  |  February 25, 2013

  A survivor purchase option rider lets clients plan for the future, whatever it might hold.

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  Outlook 2013: Expect more tax-wise advanced markets sales

  By Warren S. Hersch  |  January 28, 2013

  New legislation provides permanency to a federal tax code that, in many ways, makes life insurance more valuable than ever.

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  The nine lives of second-to-die

  By Louis S. Shuntich, J.D., LL.M.  |  December 2, 2012

  Second-to-die policies can help with estate taxes, but that’s far from all.

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  The 9 lives of second-to-die

  By Louis S. Shuntich, J.D., LL.M.  |  November 16, 2012

  Second-to-die policies can help with estate taxes, but that’s far from all.

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  Chicken Little’s bookie

  By Louis S. Shuntich, J.D., LL.M., Jeffry Buttars  |  November 1, 2012

  Life insurance underwriters must apply guidelines to determine suitable coverage for clients. Here’s how producers can help them get it right.

• The fiduciary duty between clients and beneficiaries

  By Philip E. Harriman  |  September 4, 2012

  “We must also educate our clients on their responsibilities in providing benefits to other members of their families.”