On Aug. 15, 2025, the U.S. Tax Court issued its opinion in Kadau v. Commissioner, highlighting a problem the captive insurance space has been far too willing to ignore: the misuse of life insurance ...

In today’s crypto for advisors, Zac Townsend from bitcoin life insurance company Meanwhile explains estate planning options for managing bitcoin inheritance. Then, Peter Dunworth from The Bitcoin ...

The strategic use of life insurance helps equalize inheritances, provide immediate liquidity for tax bills and more Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an ...

Forbes contributors publish independent expert analyses and insights. Matthew Roberts is a tax attorney who covers tax litigation and fraud. Under a split-dollar life insurance arrangement, a third ...

Life insurance and Roth IRAs are often tossed into the same bucket labeled “good for your heirs.” Both are tools designed to move wealth from you to the people you love — preferably without the IRS ...

A frequently overlooked aspect of a client’s life insurance is proper alignment with their estate planning goals. Between the typical set-it-and-forget-it mentality and a simple beneficiary approach ...

Next year, the threshold for federal income-tax exemptions for estate, gift and generation-skipping transfer taxes will start to increase dramatically. While that may be good news for some clients, ...

Estate planning services must move beyond a “nice to have” to an essential part of building and maintaining client relationships for wealth managers, according to speakers at RIA Edge Los Angeles.

Life insurance can be a valuable tool to help you control your financial legacy. The death benefit can be used to continue a business, pay estate-tax bills, leave money to heirs or donate to a charity ...