Survivorship Life Back In Favor

Published Thursday, May 01, 2008

Despite current laws that reduce the estate-tax bite, survivorship life insurance is making a comeback as an estate-planning tool among some advisors. With Democrats in control of Congress, and a good chance that a Democrat will take the White House next year, sales of survivorship life insurance are inching higher following two years of declines. The assumption is that the Democrats won't let the estate tax sunset in 2011, as Republicans might have done, and could even raise estate-tax rates or lower the exemption level. That means there could be more estate to protect. Also known as “second-to-die” ...

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In This Issue: September 2010

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When the 7 becomes more of a burden than a benefit.



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