life insurance proceeds

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  The Life Insurance Fiscal Cliff: No Tax Preference Is Safe

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  December 6, 2012

  The potential elimination of many tax preferences currently afforded life insurance is one facet of today’s fiscal cliff discussions that is often overlooked. In today’s political environment, no tax preference is safe.

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  Estate Tax Indecision by Congress Could Mean Big Tax Liabilities

  By Melanie Waddell, AdvisorOne  |  September 26, 2012

  Nearly 15 million U.S. households—or 12.5%—would have a potential estate tax liability if Congress fails to act when the extension to the Bush tax cuts expires on Jan. 1.

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  Tax Planning and Insurance, Pt. 2: Estate Taxes and Life Insurance

  By Tax Facts Online  |  March 28, 2012

  Asked and answered by Tax Facts Online: When can a beneficiary of life insurance proceeds be held liable for payment of federal estate tax falling on the insured’s estate?

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  No Substitutions

  By Marlene Y. Satter, AdvisorOne  |  March 26, 2012

  In 2010, the insurance industry was the target of a lot of bad press regarding retained asset accounts (RAAs) that were provided to the beneficiaries of military service members killed in action.

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  Buy-Sell Agreements: Avoiding Transfer-for-Value Problems

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  October 25, 2011

  Transfer-for-value problems with insurance-funded buy-sell agreements can convert otherwise income-tax-free death benefits to ordinary income.