Category Archives for Estate Planning

Life Insurance Companies Love the Estate Tax

I bet you didn’t know how much the life insurance industry really loves having the estate tax stick around?  Yes indeed…according to a recent report on the fox business channel, life insurance companies

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The Family Limited Partnership

Today I thought we'd discuss a rather mundane topic, the Family Limited Partnership but one that carries great significance nonetheless.  I'm like everyone else I suppose in that I tend to lean away from

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Estate Planning and the Estate Tax Are Not the Same Thing

Well it seems we narrowly averted the fiscal cliff as we rang in the New year.  I’m sure that we’re all breathing much easier now.  At least we’ll get a momentary reprieve from the political circus

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2013, The Estate Tax, and You

The Estate Tax is set for a nasty reset come the end of this year if Congress does not act to extend current legislation, or create new. We've steered clear of political discussions on the Insurance Pro

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The Goodman Triangle–The Unholy Trinity of Life Insurance Tax Traps

There’s a funny sounding phrase in the life insurance world that relates to a lethal tax trap called the “Goodman Triangle”.  Sounds deadly doesn’t it? Well, it actually refers to a court case

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An Introduction to Estate Planning

Estate planning is a subject that traditionally incites images of stuffy topics that require obtuse attorneys who spend all of their time fascinating over abysmal tax implications.  While this assumption

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