The SECURE Act - A Win for Individuals & Businesses

Impact of Final Regulations on Reportable Policy Sales in the COLI & BOLI Marketplace

Estate Planning: Making large gifts now won’t harm estates after 2025

Final Regulations on Reportable Policy Sales on COLI & BOLI Marketplace

IRS Releases 2020 Inflation-Adjusted Estate and Gift Tax Amounts

The 6166 Estate Tax Deferral for Closely Held Business: Q&As

Supreme Court - Beneficiary Residency Alone is Insufficient Basis for State Trust Taxation

Out with the Old, In with the New - Revitalizing or Unwinding Existing ILITs

Spousal Lifetime Access Trusts (SLATs) and Divorce - What You Don't Know

Life Insurance in a Changing Tax Environment

New Bill Introduced to Help Seniors & Life Settlements

Proposed Regulations Seek to Eliminate Estate Tax Clawback

Nonresident Alien Tax Trap

Tax-Aware Investing: What is Your After-Tax Return and Why Should You Care?

Inheritance Equalization

Impact of the Tax Cuts and Jobs Act on Life Insurance Product Pricing

Life Settlement Taxation Clarified by the New Tax Law

2018 Life Insurance Planning Opportunities

IRS Releases 2018 Inflation-Adjusted Estate and Gift Tax Amounts

A Summary of Trusts for Estate Planning