On Dec. 1, 2011, the Internal Revenue Service issued Revenue Ruling 2011-28, 1 which finally clarified that a life insurance policy in an irrevocable trust isn't included in the grantor's estate if ...

Putting everything you own into a living trust can feel like the safest way to help your kids skip probate, but some assets are actually designed to bypass the court system without ever touching a ...

When a married parent creates an irrevocable trust for the benefit of his or her children, the married parent, as the creator or settlor of the trust, often provides for his or her spouse to have ...

Click here to BUSINESS CONTINUATION AGREEMENTS are often partially funded or totally funded with life insurance. Most, if not all, of the life insurance proceeds are includable in the estates of the ...

Should you name your living trust as the beneficiary of your life insurance policy? Is it better to name specific individuals as direct beneficiaries? This decision can have significant implications ...

Reduce premiums by covering two people with one policy for estate planning and other financial goals Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an insurance ...

If you and your partner are considering buying life insurance, you’ll have the option of taking out a policy together – this ...

The insurer offers term, whole and universal life insurance with multiple riders at competitive rates ...