The Wealth & Wisdom Blog

Information on Estate Planning, Estate and Trust Administration and Unique Asset Planning

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Coordinating Life Insurance Policies with Your Estate Plan

Not often does the United States Supreme Court, our nation’s highest court, rule on estate planning matters.   Last month, however, the Supreme Court ruled on a case, Connelly v. United States, involving the proper calculation of the estate tax liability when life insurance is paid to a business.  In a unanimous decision befitting the recent […]