On Aug. 15, 2025, the U.S. Tax Court issued its opinion in Kadau v. Commissioner, highlighting a problem the captive insurance space has been far too willing to ignore: the misuse of life insurance ...

In today’s crypto for advisors, Zac Townsend from bitcoin life insurance company Meanwhile explains estate planning options for managing bitcoin inheritance. Then, Peter Dunworth from The Bitcoin ...

The strategic use of life insurance helps equalize inheritances, provide immediate liquidity for tax bills and more Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an ...

Life insurance and Roth IRAs are often tossed into the same bucket labeled “good for your heirs.” Both are tools designed to move wealth from you to the people you love — preferably without the IRS ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. As the 2025 legislative session unfolds, wealthy families, their advisors, ...

Next year, the threshold for federal income-tax exemptions for estate, gift and generation-skipping transfer taxes will start to increase dramatically. While that may be good news for some clients, ...

For ultra-high-net-worth (UHNW) families, balance sheet strength often conceals a growing estate-planning vulnerability: illiquidity. Modern portfolios are increasingly dominated by multiyear ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

Life insurance can be a valuable tool to help you control your financial legacy. The death benefit can be used to continue a business, pay estate-tax bills, leave money to heirs or donate to a charity ...