Editor's note: This is the first article in a series about financial and/or estate planning issues that we all should know but might be too embarrassed to ask about. First up: life insurance trusts.
This year’s Heckerling conference featured a special session, “From Soup to Nuts: Life Insurance Fundamentals – Risks and Products, Income and Transfer Taxes,” a life insurance panel featuring Donald ...
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 ...
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 ...
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