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 ...

The strategic use of life insurance helps equalize inheritances, provide immediate liquidity for tax bills and more ...

Using life insurance in estate planning is a strategic approach that ensures your loved ones' financial security after your ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...