2025 Tax Law Updates: Key Non-Taxable Income Insights for Insurance Professionals
Explore the 2025 tax law changes impacting non-taxable income, deductions, and estate planning relevant to insurance professionals and financial advisors.
Key Financial and Legal Considerations for Advisers Following Client Marriages
Understand critical financial and legal planning steps advisers should take after clients marry, including marital agreements, estate updates, and life insurance strategies.
Insurance as Core Component in High Net Worth Wealth Planning - Insights from 2025 Hubbis Forum
Explore key insights from the 2025 Hubbis Wealth Planning & Structuring Forum on insurance's evolving role in high net worth estate and succession planning, highlighting products like PPLI, annuities, and liquid asset strategies.
Federal Estate Tax Exemption Surge Reshapes Estate Planning for Federal Employees
Explore how the dramatic increase in the federal estate tax exemption impacts estate planning for federal employees, including trust strategies and step-up in basis tax benefits.
Understanding the IRS Five-Year Rule for Inherited Annuities in the U.S.
Learn about the IRS five-year rule for inherited nonqualified annuities, beneficiary options, tax implications, and compliance strategies for U.S. insurance professionals and financial advisors.
IRS Five-Year Rule: Key Tax Implications for Inherited Annuities
Learn how the IRS five-year rule affects inherited annuities, its tax implications, and strategies for beneficiaries and owners to optimize estate plans and minimize tax liabilities.
Estate Planning and Beneficiary Designations for Charitable Gifts in Insurance and Financial Accounts
Explore best practices for naming charitable beneficiaries on life insurance, IRAs, and financial accounts to optimize estate planning and support nonprofit legacies.