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Beneficiary Designations Life Insurance Tax Planning

Gerald Nowotny - Law Office of Gerald R....

The Wonder Years - Rediscovering the Magic of Split Dollar Life Insurance

Split Dollar Life Insurance, a beautiful tax shelter in every sense of the word. This episode highlights some of the magic that still exists in Split Dollar Life Insurance. Why tax planners and their clients need to...more

Stinson LLP

SECURE Act Impact on Estate Planning

Stinson LLP on

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was made a part of the appropriations bill late in 2019 and was signed into law on December 20, 2019....more

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