Britain’s wealthy are being pushed towards “whole of life” cover to reduce the pain of inheritance tax in an “economic own ...

At its core, private placement life insurance is life insurance, but with a twist. Instead of investing in standard insurance ...

Inheritance tax (IHT) is one of the biggest themes of 2025. The number of estates affected by the death tax was already ...

Clients often use life insurance to help heirs cover the capital gains tax on a family cottage or other asset after their ...

For many farm and ranch families, bringing children or grandchildren into the operation is the ultimate goal. Successfully ...

From updating your will to planning for your children's care to addressing long-term care needs, make your family's needs a ...

Transferring a home to your children can offer them divorce, creditor and tax protections as well as provide a mechanism for managing the property.

Strategic use of gifting disbursements before one's demise can help to ensure the maximum amount of bequests to one's heirs ...

You might think you’re covering all bases by creating a will, but you may want to branch out to other options.

If you have any assets to pass on after you die, be they physical ones like property and other possessions, or cash-based, ...

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.