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The Advisor Portal is a rich collection of insurance resources and intellectual capital that can help you propose a plan for your clients or discuss in-depth life insurance matters. Review and download your favorites now.

Planning Under Legislative Uncertainty

Tax reform is looming, and it’s very tempting to wait and see what those changes will be and how they’ll impact our lives. But waiting in a state of suspended animation until we have certainty isn’t the wisest course. It makes us think that certainty will be lasting certainty. And it gives the impression that we engage in estate planning to avoid taxes. But the reality is that, most of the time, estate planning is done for non-tax reasons. Here are 10 such reasons to continue to engage in estate planning regardless of what happens in Washington.