Browsing: tax planning

As Baby Boomers age, long-term care becomes a growing concern. Discover tax-advantaged strategies to help manage these costs.

A discussion on Private Placement Life Insurance (PPLI) as the ultimate asset for high-net-worth individuals employing the “Buy, Borrow, and Die” strategy.

As tax season approaches, explore how life insurance can significantly reduce your tax burden while securing your financial future.

The Supreme Court’s decision in Connelly v. United States changes how life insurance proceeds affect estate tax valuation for businesses, potentially increasing tax liability and requiring businesses to re-evaluate their succession plans.