Explore strategic financial and insurance planning to navigate the $124 trillion wealth transfer projected through 2048. Learn estate tax mitigation, trust use, and intergenerational wealth preservation insights for advisors and clients.

Explore how strategic partnerships between life insurance professionals and estate planning attorneys enhance client value, improve wealth transfer, and drive business growth in the financial services industry.

Explore key strategies for trustees and owners to manage non-guaranteed Universal Life Insurance policies and prevent premature lapses.

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 rules on a high-profile retirement beneficiary case, affirming the previous beneficiary designation amid claims of undue influence.

Learn about impending changes to estate tax exemptions and planning strategies to optimize wealth transfer before 2025.

Explore essential financial strategies for upper-middle class investors ahead of Trump’s inauguration, focusing on wealth protection, estate planning, and international asset diversification.