by Arthur Geffen | Oct 15, 2019 | Estate Tax, Insurance
A judge said he remains unsure how to rule following a four-day trial in which the IRS accused a taxpayer of using life insurance policies to avoid estate taxes. “I look forward to your briefs because for me this is going to be a hard case,” said U.S. Tax Court...
by Arthur Geffen | Jan 5, 2012 | Estate Planning, Estate Planning Solutions, Insurance
What you’re worth to your family Bates says his company looks at your lifetime economic value to help you determine the amount of life insurance to buy. The formula is based on your answers to these questions: How old are you? How much do you earn before...
