Estate Planning Life Insurance AgentLife insurance plays an important role in estate planning. Learn every policy, and each helpful tip to maximize your gain in this planning guide.find out more
Estate Planning Strategies for 2023 - Reduce Taxes and Preserve WealthCongress has proposed decreasing the Federal Estate tax exemption before it reverts in 2026. Here are some strategies to help reduce your exposure.find out more
How to Create a Financial Plan in 8 Simple StepsCreating a financial plan doesn’t have to be overwhelming. Here’s how to create a financial plan in 8 simple steps.find out more
How to Establish an Estate with Life InsuranceLife insurance can play a critical role in estate planning. From revocable and irrevocable trusts, to single and joint payouts, get to know it!find out more
How to Reduce Estate Taxes with Life InsurancePermanent life insurance can be used to help your loved ones reduce or avoid estate taxes when you pass away. Here's how:find out more
Is There Estate Tax on Life Insurance?Is there Estate Tax on Life Insurance? Depending on the value of your estate, your life insurance policy may create an additional tax liability.find out more
Life Insurance Estate Planning: 7 Costly Errors to AvoidUnderstand the nuances of estate planning with life insurance, from guaranteed universal life insurance, to revocable and irrevocable trusts.find out more
Life Insurance for Estate Planning... Where Do I Begin?Don't let estate planning stress you out. Here's why you should consider life insurance when planning.find out more
Life Insurance for High Net Worth IndividualsLife insurance is a huge financial responsibility for anyone, and for those with a high net worth, it can be a daunting task. Talk to our insurance experts and get a quote today!find out more
Life Insurance TrustsLife insurance trusts are used for a number of reasons. It's very important to know what you are signing up and how that trust can benefit you.find out more
Protecting the Family Farm with Life InsuranceIf you're a farmer needing life insurance coverage, read more here on best practices & solutions for your life insurance needs.find out more
Recent Changes to Estate Tax Law (What's New for 2023)There have been a lot of recent changes to estate tax law & estate exemptions. Here's a breakdown of what's new for 2023.find out more
Section 7702 Reform: What it Means for You and Your Life InsuranceThis guide explains how the recent changes to Tax Code Section 7702 will affect life insurance providers and their policyholders.find out more
States With an Inheritance Tax (Recently Updated for 2023)This article provides a complete list of the states that charge an inheritance tax and includes exemption amounts and rates.find out more
The Complete List of States with Estate Taxes (Updated for 2023)Is your state affected by estate taxes? Insiders' guide to estate and inheritance taxes, broken down by state.find out more
The Pros and Cons of an Irrevocable Life Insurance TrustAn Irrevocable Life Insurance Trust (ILIT) can be a great way to leave a lasting legacy for your heirs, but make sure you know the pros and cons.find out more
What to Do if Your Life Insurance Premium is Greater Than the Gift Tax ExclusionAre You Funding Your Trust With a Life Insurance Policy? Here's What to Do if Your Life Insurance Premium is Greater Than the Gift Tax Exclusion.find out more
