Most Recent Insurance in Estate Planning Articles

The 10 questions of captive insurance, Pt. 2
Article By Hale Stewart
January 3, 2012

Power to substitute insurance policy in trust
Article By Julius Giarmarco
January 2, 2012

Why do I want to offer single premium whole life insurance to my clients?
Article By Charles McGruder
November 14, 2011

Using IDGTs to create the family bank through the tax favorable purchase of life insurance
Article By Roccy DeFrancesco
November 2, 2011

Turn National Estate Planning Awareness Week into your next business opportunity
Article By Carl "Skip" Rapp
October 12, 2011

How physicians can stop hating life insurance, Pt. 2
Article By Ike Devji
September 19, 2011

Non-traditional types of wills, Pt. 1
Article By Connie Fontaine
August 18, 2011

U.S. attorney goes after 419 welfare benefit plan promoter
Article By Roccy DeFrancesco
August 1, 2011

Final expense planning for veterans
Article By Mary Markovich
April 19, 2011

Attention trustees: Are you fulfilling your fiduciary responsibilities and efficiently managing trust owned life insurance?
Article By Ken Godfrey
April 11, 2011

Considerations in selecting gifts
Article By Connie Fontaine
February 28, 2011

How do buy-sell agreements fit into your clients’ asset protection plans?
Article By Ike Devji
January 31, 2011

Estate planning opportunities under the Tax Relief Act of 2010, Pt. 2
Article By Julius Giarmarco
January 25, 2011

Estate planning opportunities under the Tax Relief Act of 2010, Pt. 1
Article By Julius Giarmarco
January 18, 2011

Should clients dump their life insurance policies because of the estate tax repeal?
Article By Roccy DeFrancesco
January 5, 2011

Why should you become a VA accredited agent?
Article By Mary Markovich
January 3, 2011

You better learn charitable planning if the estate tax exemption changes
Article By Roccy DeFrancesco
December 13, 2010

Estate planning primer, Pt. 5: Advance directives
Article By Julius Giarmarco
December 8, 2010

Asset protection 101
Article By Ike Devji
December 7, 2010

Estate planning primer, Pt. 4: Estate planning for retirement benefits
Article By Julius Giarmarco
December 3, 2010

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