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If your clients reside in or own property in one of the 18 states that currently levies an estate or inheritance tax, their assets may face taxation even if they are not subject to federal estate tax. Consider a client who lives in Arizona (a state with no estate tax) but owns a vacation home in Minnesota. Depending on the value of the home, the beneficiaries could owe Minnesota a state estate tax. This is an often-overlooked planning need, and life insurance can provide the liquidity the heirs need to be able to pay the state tax liability and keep the property intact for future generations to enjoy.
Explore the history of US taxes and debt to help your clients understand where we're at, where we might go, and how it personally affects them.
As a result of the recent election, some clients may feel that there is no urgency for estate planning. We are going to look at two recent cases brought to the Advanced Sales department.
Discover how life insurance can help reduce the tax burden on inherited qualified funds.
Explore the 2025 Quick Tax Reference Guide and 2025 Employee Benefits Annual Limits.
Check out this simple strategy for your clients to implement using the 2025 Lifetime Estate and Gift Tax Exemption increase.
The Tax Cuts and Jobs Act of 2017 (TCJA) made sweeping changes to the Internal Revenue Code that affected individuals, businesses, estates and trusts.
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