Insurance
Answers to tax, compliance, and regulatory questions associated with life insurance policies and benefits
Life Insurance
- General Rules of Life Insurance
- Living Proceeds
- Dividends
- Policy Loans
- Disposition: Sale or Purchase of a Contract
- Disposition: Policy Exchanges
- Disposition: Surrender, Redemption or Maturity
- Accelerated Death Benefit
- Death Proceeds
- Life Income and Installment Options
- Estate Tax Issues
- Gifts And Charitable Gifts
- Creditor Insurance