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Highlights from the 2017 Heckerling Institute on Estate Planning

Steve Gorin January 24, 2017
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Each January, the University of Miami hosts the Heckerling Institute on Estate Planning, the country’s largest estate planning seminar. Here I provide links to the seminar summary reports sent to my newsletter subscribers, along with parts of my commentaries. READ MORE

How to avoid tax traps in life insurance

Steve Gorin January 10, 2017
insurance policy

Beware that an employer-owned life insurance contract might not qualify for the usual exclusion from regular income tax. That trap may also apply to buy-sell life insurance owned by the company, whether or not the person who is insured is an employee. READ MORE