Leaving Your Lasting Legacy Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! Want to do more with your wealth? You might want to consider creating a charitable foundation. Related Content When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. The Pros and Cons of an NUA Strategy Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article. The Utility of Sector Investing Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.