Richard Rosen is a financial planner and an expert in writing about financial planning topics. He has 20+ years of experience as a CFP®. Hans Daniel Jasperson has over a decade of experience in public ...

People use life insurance trusts to avoid estate taxes on insurance proceeds. In this article, we’ll tell you about the different kinds of trusts, how they work, and more.

When a married parent creates an irrevocable trust for the benefit of his or her children, the married parent, as the creator or settlor of the trust, often provides for his or her spouse to have ...

A group of trust officers at a mid-sized trust company has assembled in a conference room. Each member of the group has responsibility for an extensive portfolio of trusts, many of which are ...

It's getting more difficult for trustees to exercise prudent fiduciary responsibility in the life insurance arena. They must contend with developments affecting the policy's performance (including ...

Last fall a certified financial planner called me about two clients. The husband and wife, both 78, had a $2 million guaranteed universal life policy sitting inside an irrevocable life insurance trust ...

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Life insurance is an excellent way to plan on providing for your family after your death. Taking that plan to the next level with a life insurance trust is a good way to protect those assets, help ...