Wyden Bill Would Wreck Existing Private Placement Life and Annuity Arrangements
By Allison BellHolders would have 180 days to replace the arrangements or liquidate them.
December 22, 2025
Trust vs. Family Limited Partnership: Which Is Better for Estate Planning?Here are eight things to consider. according to the Colcom Group.
October 28, 2025
Lines Blur Between Estate Planning and RetirementAffluent clients now expect their financial advisors to address both, researcher Steve Parrish says.
October 15, 2025
New York Life Faces Life Cost-of-Insurance Suit Tied to Tax Law ChangeThe policy owner says the issuer should share the benefits from having a lower income tax rate.
October 13, 2025
10 New Tax Numbers for Life and Annuity Professionals to Know for 2026These are some of the parameters that will shape clients' future.
October 09, 2025
6 Questions to Ask About Moving Trusts to Low-Tax StatesThere’s a lot to consider when it comes to relocating the entities in order to reduce taxation.
October 08, 2025
How to Build Advisor Trust in AINot all advisors are interested in using the technology, but many firm leaders see widespread adoption as essential.
September 22, 2025
Here Are the States With Estate or Inheritance Taxes: 2025Only the wealthiest estates pay federal taxes under OBBBA, but several states have levies of their own.