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Insight on Estate Planning - February/March 2013: Should you donate life insurance to charity?

Donating life insurance to a favorite charity is an excellent opportunity to make a larger donation than may otherwise be affordable. This article shows why this is so and discusses the most tax-effective way to donate life...more

Using Private Placement Insurance Products to Achieve Tax Efficiency for High Net Worth

Originally published in the Journal of Taxation of Investments in December 2012. Introduction - This article is designed to provide an overview of the benefits of private placement life insurance (PPLI) and private...more

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