A recent case demonstrates the impact that a stock-purchase agreement and life insurance can have (or not have) on the valuation of a closely held company for estate tax purposes. Before diving into ...

Succession planning for closely held business owners has always carried estate tax risks, but the Supreme Court's 2024 decision in Connelly v. United States has made those risks more costly (to the ...

If your house is worth more than $750,000 or more, you almost certainly want to consider getting high-value home insurance (HVHI). This is a high-net-worth category of home insurance specifically ...

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Tori Addison is an editor who has worked in the digital marketing industry for over five years. Her experience includes communications and marketing work in the nonprofit, governmental and academic ...

FIHL shares are deeply undervalued due to one-off Russia-Ukraine and wildfire losses, offering significant upside as these issues resolve. Core insurance and reinsurance businesses remain strong, with ...

Agreed value insurance policies aren’t common, but they are most often used to insure classic or antique cars whose estimated market value can’t easily be determined. To purchase an agreed value ...

Our team collected more than 60,000 sample quotes from life insurance companies using unique user profiles to give readers an accurate view of pricing across competitors. We gather quotes for ages 18 ...

Editor’s note: This article is the third in a three-part series. Plain text represents the writing of Greg Foss, while italicized copy represents the writing of Jason Sansone. In the first two ...

Heritage Insurance Holdings is an attractive investment due to its low valuation combined with its strong growth potential. The company's positive Q4 earnings results provide insights into its ...

You may need high-value home insurance if your house would cost $1 million or more to rebuild from the ground up. Insuring your house with high-value home insurance means that you’ll have the ...

Cash value life insurance combines lifelong coverage with a savings component. The savings accumulate over time and can be accessed through loans or withdrawals. Premiums for cash value life insurance ...