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Common Missteps with Business-Owned Life...
Life Insurance and Portability in...
Liquidity: The Estate Planning Risk...
Life Insurance vs. Inherited IRAs:...
SEPP Strategies: Helping Clients Access...
Why Affluent Clients Still Need...
Cross-Endorsement Buy-Sell Agreements: A Flexible...
Certainty Ahead: Planning Under the...
Help Clients Give Old Policies...
Proactive Planning for Medicare Part...
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The Advanced Sales Advantage
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Rebecca Wood, J.D.

Rebecca Wood, J.D.

Rebecca is a member of the Indiana Bar Association, a Legal Writer at PGI with decades of varied writing experience, and a dedicated marathon runner. See her full bio on the Meet the Team page at pgiresources.com.

  • Life Insurance and Portability in Post-OBBBA Planning

    by Rebecca Wood, J.D. February 20, 2026
    by Rebecca Wood, J.D. February 20, 2026

    The One Big Beautiful Bill Act (OBBBA) increased the federal estate and gift tax exemption to $15 million in 2026 (indexed for inflation) and…

Recent

  • Common Missteps with Business-Owned Life Insurance: The Key Employee Valuation Gap
  • Life Insurance and Portability in Post-OBBBA Planning
  • Liquidity: The Estate Planning Risk Clients Often Overlook
  • Life Insurance vs. Inherited IRAs: A Smarter Legacy Plan?
  • SEPP Strategies: Helping Clients Access Retirement Funds Early and Wisely
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