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Vanilla Ice issues stone cold takedown of US death taxes, ‘vulture’ lawyers — shares estate planning...
Moneywise via Yahoo Finance· 6 hours agoPutting tangible assets into an irrevocable trust is a reasonable estate planning move, according to...
Investment firm 777 sells US insurance business to Knighthead
Semafor via Yahoo Finance· 1 day agoInvestment firms have been racing to replicate Apollo’s money-spinning annuities business, which...
Can retirees afford long-term care insurance?
CBS News· 3 days agoOf course, your actual cost will depend on the features of the insurance policy you choose and other factors like your gender, age and health status. One...
FINRA Bulletin Uncovers Blind Spots for Wealth Managers About Life Settlements
WealthManagement.com· 3 days agoAs an estate planner or investment advisor, you may be faced with a client who asks you for advice about considering a life settlement for their insurance
Council Post: How Life Insurance Protects Businesses And Breaking Down Common Misconceptions
Forbes· 4 days agoIf you own a business, there’s another type of life insurance to consider: business life insurance. Business
Gain Elimination Plan Causes Three Promoters To Gain Convictions
Forbes· 6 days agoTwo tax attorneys and a life insurance agent have been convicted by a jury of conspiring to commit...
The New Fiduciary Rule (33): The DOL’s Final PTE 84-24 | JD Supra
JD Supra· 4 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 ...
Berkshire Hathaway's Mystery Stock Revealed: Here's Why It's an Ideal Warren Buffett Stock
Motley Fool via Yahoo Finance· 3 days agoShould you invest $1,000 in Chubb right now? Before you buy stock in Chubb, consider...The Motley...
TikTok’s Humphrey Yang Claims These 5 Investments Will Keep You Poor
GOBankingRates via Yahoo Finance· 4 days agoEveryone should be investing a good portion of their income. It's one of the key ways to build...
Cutting Out These 9 Expenses Will Save Retirees Over $29,000 a Year
GOBankingRates via Yahoo Finance· 5 days agoMost retirees live on a fixed income, so they look for ways to cut down on expenses and save money....