Bob's Life Insurance Flowed the Wrong Way
By Allison BellKathleen Pence, an estate planning attorney, hopes you'll help clients put their benefits on the right path.
October 22, 2026
15 States With Highest Average U.S. Income Tax Bills in 2025Residents in these states might be looking for help with lightening the load.
October 21, 2026
Policyholders Sue Asset Manager That Controlled Failed Life and Annuity IssuerThree trusts have accused Nassau Financial and Golden Gate Capital of using a "scheme to loot PHL's assets for their own benefit."
October 20, 2026
Top 15 States for Federal Estate TaxesFor families in these places, the coming tax policy fights in Congress could mean something.
October 13, 2026
Best & Worst Life Insurance Providers: JD Power, 2026Trust levels have been falling, even though overall customer satisfaction remains relatively stable, research finds.
October 13, 2026
PRO
Charitable Remainder Trusts: Give the Asset, Keep the IncomePairing a CRT with a "wealth replacement" trust unlocks additional benefits for heirs.
October 12, 2026
What Makes a Good Life Settlement Prospect?Universal life policies tend to be more attractive than whole life policies.
October 08, 2026
5 Ways to Bring Up Insurance With a Family MemberSome of the people who need what you offer may already be in your address book.