Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
Is It Time to Overhaul America's Social Insurance System?
By Scott WooldridgeA new report considers changes in social insurance programs, from workforce training to health care, as the U.S. recovers from COVID.
June 11, 2021
CBO Estate and Gift Tax Info You (and D.C. Insiders) Should KnowThe agency has prepared a guide for lawmakers and their aides. Here's what it says.
June 10, 2021
10 Most Livable Cities in the World: 2021The pandemic caused upheaval in the the Economist Intelligence Unit's annual ranking; several U.S. cities rose.
May 20, 2021
Relying on Holographic Wills Is a Terrible IdeaThe author wants your help with warning clients against use of do-it-yourself, handwritten wills.
May 18, 2021
Supreme Court Strips Lawsuit Protection From IRS Reporting RulesThe court ruled that taxpayers can sue over IRS reporting rules without violating the rules.
May 14, 2021
Insurer to Pay $77M to Settle Criminal Tax Evasion CaseSwiss Life has agreed to help the U.S. government locate U.S. tax evaders in a criminal case involving private placement insurance.
April 28, 2021
Biden Proposes Making Health Premium Subsidy Boost PermanentHis American Families Plan outline also includes a national paid family and medical leave program.
March 09, 2021
Insurance Is an Asset Class: Idea FileRobin Raju, head of individual retirement at Equitable, talks about how the annuity market gameboard has changed.