Knowledge Center

NFP National Madison believes that educating our clients and their advisors is a vital component of the services our firm provides. Please examine the following resources to gain a more thorough understanding of the legal considerations and developments affecting wealth preservation today.

NFP National Madison Newsletters:

January 2012: Common Pitfalls in Life Insurance Planning (Part One of Four) and Life Insurance Funded Deferred Compensation Plans
December 2011: New Opportunities in Charitable Planning
March 2011: Making the Tax Bill Work For You

Articles By NFP National Madison Leaders:

June 27, 2011: Long-Term Care Insurance: A More Efficient Approach, Hartford Business Journal

AALU Washington Reports:

January 24, 2012: AALU Washington Report No. 12-04: Life Insurance Proceeds Are Includible in Gross Estate
January 12, 2012: AALU Washington Report No. 12-02: IRS Seeks Comments on Tax Consequences of Decanting
February 2, 2011: AALU Washington Report No. 11-13: Claw Back Scenario Should Not Deter Planners in 2011 and 2012

January 21, 2011: AALU Washington Report No. 11-09: Will 2011 and 2012 Taxable Gifts Be “Clawed Back” After 2012?

January 13, 2011: AALU Washington Report No. 11-06: Life Insurance Planning Opportunities Under New Transfer Tax Provisions of Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010

December 13, 2010: AALU Washington Report No. 10-125: $5 Million Reunified Estate, Gift and GST Exemption with 35% Rate Included in Senate’s Compromise Tax Bill