A state Appeals Court judge has denied an attempt by the Gabriel House owners to access millions in insurance money. Here's ...

What to consider before downsizing.

We asked estate planning professionals if this skeleton can stay in the closet.

Reduce premiums by covering two people with one policy for estate planning and other financial goals Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an insurance ...

See the tax advantages and downsides.

Probate is the state’s way of saying, “We’ll handle what you didn’t.” Harsh, but true. When a person dies without proper planning, their estate enters a public legal process that can last ...

When planning for the future, life insurance is a key component of a well-rounded financial strategy. One type that often goes unnoticed is second-to-die life insurance, or survivorship life insurance ...

The insurance industry doesn’t really have a seasonal ebb and flow, but the end of this year in particular has marked a flurry of conversations about planning. Why now? First, many wealthy investors ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Investors, business owners and real estate holders today face a critical dilemma when exiting highly appreciated assets: how to manage capital gains tax, retain income and preserve generational wealth ...