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Amplify Life Insurance secures $20M Series B funding to offer tax-efficient financial wellness to an...
Benzinga· 4 days agoSAN FRANCISCO, June 18, 2024 /PRNewswire/ -- Amplify Life Insurance, a leading digital platform revolutionizing wealth-building through permanent
Deepest Sympathies. You’re Now the Executor of a Will.
Barrons.com· 6 hours agoExecutors must carry out the terms in a will, distributing valuable assets and memorabilia alike,...
What happens to your mortgage after you die?
AOL· 4 days agoFor most of us, our home is the largest asset we can pass on to our heirs when we die. The average mortgage debt carried by homeowners ages 59 to 77 is...
Cutting Out These 9 Expenses Will Save Retirees Over $29,000 a Year
GoBankingRates via AOL· 3 days agoMost retirees live on a fixed income, so they look for ways to cut down on expenses and save money....
Theft Loss Deductions Denied | New York Law Journal
Law.com· 4 days agoA loss not compensated for by insurance or otherwise is allowable, in general, as a deduction under Section 165(a), but that rule is subject to numerous...
...Favor of the Government Concerning the Estate Tax Treatment of Life Insurance Proceeds Used to...
The National Law Review· 5 days agoThe specific question presented was whether, in determining the fair market value of the corporate...
JD Supra: The New Fiduciary Rule
JD Supra· 3 days agoWhile PTE 2020-02 can be used for banks, investment advisers, broker-dealers, and insurance companies (“financial institutions”), there is an alternative exemption, PTE 84 ...
What happens to your debt after you die? How to protect your heirs
Bankrate via Yahoo Finance· 5 days agoHowever, if you believe you may die soon and do not anticipate applying for additional credit before...
Supreme Court Clarifies Estate Tax Consequences for Closely Held Company | JD Supra
JD Supra· 1 day agoCourt held in Connelly v. United States, No. 23-146, 602 U.S. (2024), that a closely held company’s obligation to purchase a decedent’s shares at fair market value did not offset the value of ...
Survey: How drivers are managing auto insurance premium increases
Stacker via AOL· 4 days agoCredit-based insurance scores differ from the scores that lenders use but are based on many of the...
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