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Life Insurance Estate Planning Research & Guidance

Find the in-depth analysis, news, practice tools, and guidance you need on life insurance for estate planning from Bloomberg BNA Tax & Accounting. Bloomberg BNA offers a number of resources that provide insights on new estate planning policies and developments concerning life insurance, including special issues in estate planning with life insurance, private split-dollar arrangements, special advantages of gifts of life insurance, when proceeds are receivable by the executor, and more. Our team of leading practitioners gives you timely updates on best practices, and our products feature client letters, source documents, and working papers to help you with any transaction.

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Written by leading practitioners in the field, the Estates, Gifts and Trusts Portfolios provide everything necessary to ...
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For more than 50 years, Daily Tax Report® has helped leading practitioners and policymakers keep on the cutting edge ...
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This bimonthly review gives you an ongoing perspective on todays many estate planning topics, such as marital deduction ...
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This Portfolio describes the income, estate, and gift tax consequences of establishing a revocable or irrevocable life i ...
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This Portfolio analyzes in detail the federal estate and gift tax treatment of life insurance policies and outlines the ...
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This Portfolio covers the evaluation, selection, and purchase of life insurance and describes life insurance basics, and ...