Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
Federal Court Rules Against IRS Micro Captive Insurance Regulation
By Allison BellThe judge found that the agency exceeded its statutory authority.
January 14, 2026
5 Ways Life Insurance and Annuities Fit Into Charitable GivingTo work with high-net-worth clients, learn how to help them support what they love.
January 03, 2026
7 Things to Know About Irrevocable Life Insurance TrustsIf you know, you know. If not, you'd better learn.
December 24, 2025
Medicare and Working Past 65 in 2026Knowing how everything fits together can save clients from costly mistakes.
November 26, 2025
Skilled Life Insurance Advisors Are Vanishing. What Now?A longtime business strategist has suggestions about how to fill the holes.
November 11, 2025
How to Prioritize Charitable Planning With ClientsMost clients’ net worth has increased significantly, and they are in an ideal position to support favorite causes.
October 06, 2025
Top 10 Occupations on Estate Tax Returns, 2023IRS figures show there's more than one way to reach the ultra-high-net-worth category.
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.