Editor's note: This is the first article in a series about financial and/or estate planning issues that we all should know but might be too embarrassed to ask about. First up: life insurance trusts.

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Khadija Khartit is a strategy, investment, and funding expert, and an educator of fintech ...

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This year’s Heckerling conference featured a special session, “From Soup to Nuts: Life Insurance Fundamentals – Risks and Products, Income and Transfer Taxes,” a life insurance panel featuring Donald ...