Using life insurance in estate planning is a strategic approach that ensures your loved ones' financial security after your ...

Let's be honest, in our world of insurance and finance, we often operate in our lanes. However, something I've learned throughout my career is the immense power of connection, especially when it comes ...

Although the “Big Beautiful Bill” raised the federal estate tax exemption to $15 million per person, state estate taxes have much lower exemptions in many states. Oregon is the lowest, with a $1 ...

A frequently overlooked aspect of a client’s life insurance is proper alignment with their estate planning goals. Between the typical set-it-and-forget-it mentality and a simple beneficiary approach ...

When planning for the future, life insurance is a key component of a well-rounded financial strategy. One type that often goes unnoticed is second-to-die life insurance, or survivorship life insurance ...