Managing Non-Guaranteed Universal Life Insurance Policies Within ILITs
Explore key strategies for trustees and owners to manage non-guaranteed Universal Life Insurance policies and prevent premature lapses.
AI Digital Twins and Generative Ghosts: Transforming Afterlife and Estate Planning
Explore how AI digital twins and generative ghosts are reshaping afterlife interaction, estate planning, and life insurance implications in the evolving U.S. market.
Massachusetts Appeals Court Upholds Retirement Beneficiary Designation
Massachusetts Appeals Court rules on a high-profile retirement beneficiary case, affirming the previous beneficiary designation amid claims of undue influence.
Navigating Estate Tax Changes Before 2025: Key Considerations
Learn about impending changes to estate tax exemptions and planning strategies to optimize wealth transfer before 2025.
Smart Financial Moves for Investors Before Trump Inauguration
Explore essential financial strategies for upper-middle class investors ahead of Trump’s inauguration, focusing on wealth protection, estate planning, and international asset diversification.