Life Insurance

How about an estate tax-free IRA?

Posted on: June 3rd, 2010
With the federal estate tax returning next year at a rate of 55%, with only a $1 million exemption, planning to reduce estate tax should be on the forefront of the minds of those fortunate enough to have assets in excess of that amount....

Life Insurance – an Estate Tax Time Bomb

Posted on: November 11th, 2009
One common oversight I see when reviewing new clients’ financial status is failure to consider the estate tax impact of large life insurance policies. Most people know that life insurance proceeds are received free from income tax. ...

Update Your Beneficiary Designations

Posted on: October 28th, 2008
Failure to update one’s beneficiary designations for life insurance, annuities and retirement accounts is all too common. ...

ILIT Trustees – Examine Your Policies

Posted on: October 25th, 2008
Life insurance trusts (ILITs) are a popular estate planning technique used to shelter life insurance proceeds from estate taxes, creditors and mismanagement by beneficiaries. ...

Life Insurance Premium Financing

Posted on: June 26th, 2008
Many of us could use more insurance for estate planning purposes, such as financial security for loved ones or payment of estate taxes....

Top 10 Life Insurance Mistakes

Posted on: November 19th, 2007
This posting is compliments of my colleague Karen Brady in Colorado. Important reading for anyone who has anything to do with life insurance, including owning it. ...
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