Guest Blog: Life Insurance Basics, Part 1 of 2

I get many questions regarding life insurance, and while I am happy to advise on the many estate and gift tax consequences related to life insurance, I leave the recommendations of why, how much and why to the life insurance experts.  The information below is provided...

Link: State Estate Taxes

A good read on the various state estate tax systems and issues to be considered: Article: States continue to claim their share through the estate tax It’s not just about the federal estate tax.  Make sure your attorney understands the state estate tax and takes...