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Six Signs It Might Be Time to Update Your Estate Plan
Life changes—your estate plan should too. Attorney Gabrielle J. Kauk shares six signs it might be time to update your plan, from major life events to changes in assets, relationships, or simply the passage of time.
New Supreme Court Ruling: Estate Tax and Buy-Out Life Insurance for Business Owners
The Supreme Court's ruling in Connelly v. United States affects how life insurance proceeds are valued for estate tax purposes in corporate buy-out structures. Learn how this decision may impact your business’s estate planning and life insurance strategies.