Which strategy is best for your legacy goals? Understand the tax implications, benefits and drawbacks of each strategy.

When a widow received a life insurance payout meant for her and her children, her in-laws suddenly had their own ideas about ...

Employer-sponsored life insurance over $50K is taxed. The IRS considers excess coverage as imputed income. Imputed income ...

A common questions we hear from clients involves the fate of life insurance proceeds after someone passes away. Specifically, ...

Too many people focus on visible affluence as a marker of success. Here's how to avoid succumbing to the pressure and driving ...

If you want to cover more than just your mortgage, consider an alternative like a level term life insurance policy. Mortgage protection insurance can be an attractive option for homeowners looking ...

To mitigate the potential IHT liability of £216,000 on your estate, you could explore life insurance ... longevity for inheritance tax benefits As an alternative, trusts can be considered ...

Planned changes to inheritance tax rules in the UK from April 2026 has led to a rise in farmers enquiring about life insurance cover, a financial planner has said. Sean McCann from NFU Mutual said ...

Lewy body dementia (LBD) is a progressive condition. The average life expectancy is around 5 to 8 years following a diagnosis, but it can be up to 20 years. There is no cure for LBD, but treatment ...

Navigating life insurance after age 70 can feel complex. We explain when you might need coverage in your later years and how to find the right policy.

Is cash value life insurance taxable? Cash value is often tax-advantaged, but you might pay tax on withdrawals. Click here to learn about taxes on cash value.

toxic wife to the curb while you can still find some happiness in your life.” Even if the husband doesn’t see a penny of the inheritance, he can use that to his advantage. The court will ...