Tracy A. Craig was quoted in WSJ Buy Side in an article examining how life insurance can be used as a strategic estate-planning tool. The piece discusses common planning objectives such as providing liquidity, supporting long-term family goals, and integrating policy design into a broader wealth and legacy plan.

“You’re creating a tax-free pool of money at the death of the survivor that can be used to pay estate taxes. It’s like you’re creating your own bank,” says Tracy A. Craig.

Read the full article: https://www.wsj.com/buyside/personal-finance/life-insurance/life-insurance-for-estate-planning