On Aug. 15, 2025, the U.S. Tax Court issued its opinion in Kadau v. Commissioner, highlighting a problem the captive insurance space has been far too willing to ignore: the misuse of life insurance ...

A frequently overlooked aspect of a client’s life insurance is proper alignment with their estate planning goals. Between the typical set-it-and-forget-it mentality and a simple beneficiary approach ...

The strategic use of life insurance helps equalize inheritances, provide immediate liquidity for tax bills and more Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an ...

Life insurance can be a valuable tool to help you control your financial legacy. The death benefit can be used to continue a business, pay estate-tax bills, leave money to heirs or donate to a charity ...