Holding My Breath! 7 Months Until Estate Tax Disappears!
Ok, I’m not really holding my breath, but you do realize that with 7 months left to go Congress needs to act or there will be a free estate tax ride in 2010. As the law now stands, the exemption has...
View ArticleIs Your Life Insurance Agent Missing In Action?
90% of life insurance agents cash those commission checks and forget anything they said about service. If this past year has taught us anything, we should have learned that a financial adviser that...
View ArticleProduct Restructuring Brings Renewed Interest In 2nd To Die Life Insurance!
Since the inception of 2nd to die or survivorship life insurance policies to protect estates from being pillaged by estate taxes, most of the policies were written as traditional universal life or...
View ArticleCan Your Family Raise Several Million Dollars Really Fast Or Should You Have...
If not, give this some thought! Estate taxes come due nine months after the death of the sole surviving spouse or individual whose net worth comprises the estate. While nine months may seem like a long...
View ArticleDid You Work All Your Life For The Government Or Your Family?
While it certainly isn’t our duty to work our tails off all of our adult lives just so we can leave the legacy of an estate to our heirs, I saw a study a few years ago that indicated that it really was...
View ArticleDie In 2010. Good Tax Planning?
As we crash toward the end of the year and one of the wackiest decades in a while, accountants for the high net worth and famous are all armed with the same good advice. 2010 is a good year to die, at...
View ArticleNo More Holding Our Breath!
For those who were really thinking that the government would allow the estate tax repeal to continue into 2010, the year that estate taxes would simply disappear, it’s time to exhale. The House of...
View ArticleThe State Of Estate Tax Life Insurance!
We would have certainly guessed that Congress would have dealt with the estate tax issue by now but, well, we would have guessed wrong for the second year in a row. There is still a lot of uncertainty...
View ArticleEstate Planning Life Insurance Finally Has Some Direction!
As of yesterday it appears that the President and Congress have reached a deal on a wide variety of tax issues. For the purposes of life insurance and estate tax the latest and most important news is...
View ArticleIs Estate Planning Dead?
No, really!! That was the front page headline on and industry publication I get called Insurancenewsnet Magazine. Without even opening up the magazine I know where the rant is headed. Never in the...
View ArticleHolding My Breath! 7 Months Until Estate Tax Disappears!
Ok, I’m not really holding my breath, but you do realize that with 7 months left to go Congress needs to act or there will be a free estate tax ride in 2010. As the law now stands, the exemption has...
View ArticleIs Your Life Insurance Agent Missing In Action?
90% of life insurance agents cash those commission checks and forget anything they said about service. If this past year has taught us anything, we should have learned that a financial adviser that...
View ArticleProduct Restructuring Brings Renewed Interest In 2nd To Die Life Insurance!
Since the inception of 2nd to die or survivorship life insurance policies to protect estates from being pillaged by estate taxes, most of the policies were written as traditional universal life or...
View ArticleCan Your Family Raise Several Million Dollars Really Fast Or Should You Have...
If not, give this some thought! Estate taxes come due nine months after the death of the sole surviving spouse or individual whose net worth comprises the estate. While nine months may seem like a long...
View ArticleDid You Work All Your Life For The Government Or Your Family?
While it certainly isn’t our duty to work our tails off all of our adult lives just so we can leave the legacy of an estate to our heirs, I saw a study a few years ago that indicated that it really was...
View ArticleDie In 2010. Good Tax Planning?
As we crash toward the end of the year and one of the wackiest decades in a while, accountants for the high net worth and famous are all armed with the same good advice. 2010 is a good year to die, at...
View ArticleNo More Holding Our Breath!
For those who were really thinking that the government would allow the estate tax repeal to continue into 2010, the year that estate taxes would simply disappear, it’s time to exhale. The House of...
View ArticleThe State Of Estate Tax Life Insurance!
We would have certainly guessed that Congress would have dealt with the estate tax issue by now but, well, we would have guessed wrong for the second year in a row. There is still a lot of uncertainty...
View ArticleEstate Planning Life Insurance Finally Has Some Direction!
As of yesterday it appears that the President and Congress have reached a deal on a wide variety of tax issues. For the purposes of life insurance and estate tax the latest and most important news is...
View ArticleIs Estate Planning Dead?
No, really!! That was the front page headline on and industry publication I get called Insurancenewsnet Magazine. Without even opening up the magazine I know where the rant is headed. Never in the...
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