This gifting strategy can provide estate tax benefits without giving up access to policy cash value, if needed in the future

Mergers between advisors and accountants are often seen as marriages of mutual interest, but don’t kid yourself. Industry experts say there’s a Mars-and-Venus quality to the partnerships that makes success difficult.

A range of useful resources for the trust and estate practitioner.

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Despite sluggish long-term care insurance sales, those buying coverage are younger than ever.

Next year, a Minnesota-based university will cut its tuition by 33 percent for all its students. Others will likely follow.

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The 401(k) has long been considered a failure at truly preparing anyone for retirement – especially since the recession. Less noticed is that the plans are, slowly, getting much better.