Changes to federal tax definitions mean rethinking same-sex couples' estate plans

09/6/2013 | InvestmentNews (free registration)

Life insurance has long been a primary source of estate planning and wealth enhancement for same-sex couples who sought to avoid heavy estate taxes, but with federal tax code changes that expand the definition of "spouse" and "husband and wife" to include same-sex couples, advisers and customers should rethink insurance's role in trust and estate planning.

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