Bill O'Quin, CLU, ChFC, RFC

Bill O'Quin, CLU, ChFC, RFC

Bill is a 40-year veteran of the insurance and financial services industry. He is publisher of The Virtual Assistant, The Virtual Library and The Field Library, the most comprehensive support tools in the industry. TheVirtualAssistant.com is a complete library of point-of-sale presentations, one-pagers, calculators, reference books and more that supports producers regardless of their practice specialty, distribution channel or career stage. He can be contacted at boquin (at) fsonline (dot) com.

December 11, 2012

A Powerful Estate-Planning Tool for Married Couples

As with much of the economy—the talk of fiscal cliffs and all—there is uncertainly about taxation in 2013. I wanted to let you know about a planning strategy before time runs out. The marital deduction (IRC Sections 2056 and 2523) eliminates both the federal estate and gift tax on transfers of property between a husband […]

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