The strategic use of life insurance helps equalize inheritances, provide immediate liquidity for tax bills and more ...

A frequently overlooked aspect of a client’s life insurance is proper alignment with their estate planning goals. Between the typical set-it-and-forget-it mentality and a simple beneficiary approach ...

Whether you’re buying out a partner or retaining a star employee, the right life insurance can be a versatile financial tool ...

Life insurance is often used as a way for families to help protect loved ones. However, you can also include life insurance in an estate plan to help increase the assets your heirs could receive and, ...

When planning for the future, life insurance is a key component of a well-rounded financial strategy. One type that often goes unnoticed is second-to-die life insurance, or survivorship life insurance ...

In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market who use estate planning as a pathway to sales were wasting their time. That’s because the merely well-to-do ...

The way we approach planning has shifted. Instead of counting down the days until the estate tax sunset, we are now in a more stable planning environment. Thomas McKay The One Big Beautiful Bill Act ...