Posted on: December 2, 2024
In an estate plan, life insurance can be used as a source of immediate liquidity for beneficiaries by offering a tax-free, lump-sum payment upon the insured’s death. For many, relying on life insurance is essential to ensure financial security for their loved ones. About half of Americans have a life insurance policy. People purchase life […]
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Posted on: February 5, 2024
The impending Supreme Court decision in Connelly v. United States presents a pivotal moment for estate planning, particularly for business owners in Austin, Texas. This case centered around the valuation of life insurance in corporate redemption agreements for estate tax purposes, which could significantly alter the landscape of estate planning tools that have been long […]
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Posted on: October 19, 2023
No matter how old you are, it's never too early or too late to begin thinking about your life insurance options.
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Posted on: August 1, 2023
Life insurance can be the ideal way to protect both yourself and those you care about. However, individual insurance companies can put age-related restrictions on life insurance policies.
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Posted on: April 16, 2023
Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern—reducing taxes for retirees and their heirs.
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Posted on: March 2, 2023
Created to own and control a life insurance policy or policies while the insured is alive, Irrevocable Life Insurance Trusts (ILITs) are tools that are sometimes recommended by estate and planners.
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Posted on: February 6, 2023
If properly designed, funded and maintained, this strategy can be utilized to supplement your retirement income, while creating a legacy for your family in a tax-advantageous and asset-protected manner.
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