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By Tax Facts Online |
March 25, 2013
Your (and your clients') top 10 tax questions, answered.
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By Charles K. Hirsch |
February 13, 2013
Three estate planning pros weigh in on the new estate tax and how it will impact their business.
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By Warren S. Hersch |
September 1, 2012
How will the approaching expiration of estate and gift tax provisions of the 2010 Tax Relief Act impact your clients? Can one structure an irrevocable life insurance trust as a non-grantor trust? What role can side funds play in fixing life insurance-funded split-dollar or private premium financing arrangements that were...
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By Warren S. Hersch |
August 20, 2012
LIMRA gives the lowdown on three issues dominating the advanced sales world these days.
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By Russell E. Towers, J.D., CLU, ChFC |
August 1, 2012
The question to ask is, “Can a client use an ‘asset repositioning’ strategy to provide an increased income stream while transferring an equal or greater asset value to heirs?” The answer is yes.
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By Russell E. Towers, J.D., CLU, ChFC |
July 5, 2012
A tax-efficient Single Premium Immediate Annuity provides guaranteed income and facilitates the transfer of wealth to heirs.
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By Staff Writer |
October 1, 2011
This month, Senior Market Advisor launches its series about how diverse groups are making inroads in the industry. We start with women advisors (and women clients).
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By William J. Peverill |
August 17, 2011
Survivorship life insurance, especially when used with a life insurance trust, is one of the most beneficial vehicles in estate planning.