Should your empty nester clients get life insurance? Perhaps--if they have a lot of personal and/or business liabilities or concerns about estate taxes.

For higher-net-worth clients who are likely to owe federal estate taxes at death, making taxable gifts in 2010 may be a viable planning opportunity. That’s even if future legislation increases the estate tax exemption to proposed levels of ...

With President Obama and congressional Republicans at loggerheads over tax cut extensions for the wealthy next year, some financial advisors say they are planning for the worst.

Second Circuit vacates Tax Court's determination on inclusion of transferred interest in real estate under IRC Section 2036 In Estate of Stewart v. Commissioner, No. 07-5370, (2d. Cir. Aug. 9, 2010), the majority of the U.S. Court of Appeals for...

Second Circuit vacates Tax Court's determination on inclusion of transferred interest in real estate under IRC Section 2036 In Estate of Stewart v. Commissioner, No. 07-5370, (2d. Cir. Aug. 9, 2010), the majority of the U.S. Court of Appeals for...

The world of life insurance presents what feels like a never-ending array of products and choices. One of these emerging product structures, indexed universal life insurance (indexed UL), may be heavily marketed to your high-net-worth clients...