Topics 

The Aug. 27 newspaper says 9.9% of U.S. mortgage holders have missed at least one payment, down slightly from April 30’s record high, when it was higher than 10%. The newspaper did not have a headline that screamed the good news, like my headline above....

If drafted properly, a discretionary dynasty irrevocable life insurance trust (DILIT) will provide creditor and divorce protection as well as shield assets from estate taxes as long as state law allows. ...

Don't let the state decide where your clients' assets go after their death. Make sure they see through common misconceptions and understand the importance of using a will and life insurance to protect their loved ones. ...

When Houston natural gas tycoon Dan L. Duncan — the 74th richest person in the world — died in March, many people thought his massive $9 billion estate might still be subject to a retroactive reinstatement of the federal estate tax ....

What do you love to do in the summer? Where do you enjoy spending time during the hot and beautiful endless summer days? What picture do you get in your mind when I say the word summer?...

The capital transfer strategy uses "unneeded" assets to fund life insurance purchases. Which clients in your book of business are good candidates?...

The marketplace is huge and "gap planning" opportunities for blended families in 2010 are exciting....

Confusion created by current federal estate tax ambiguity provides an excellent opportunity to reconnect with clients and reassess planning needs. ...

How top producers are dealing with federal estate tax uncertainty, plus AALU's view of the issue from Washington....

An examination of key compliance aspects throughout the process, and how proper documentation will help you protect yourself....