We share insights and information on taxation, life insurance, and regulations that affect wealth preservation, succession and legacy planning. Here are some of our latest articles.
The Affluence Illusion: Navigating Financial Realities in Retirement Planning
High-income households often overestimate their retirement readiness. Lowell Newman identifies key factors and the importance of a Financial...
Financial Planners vs “Traditional” Wealth & Asset Managers: What Estate Planning Attorneys and CPAs Should Know to Best Guide Their Affluent Clients
Explore the crucial distinctions between Full Scope Estate Based Financial Planners and traditional Wealth & amp; Asset Managers.
Diligent estate planning starts with finding common ground between generations.
Estate planning for ultra-high net worth families presents advisors with the responsibility to facilitate conversations between the different...
Before Surrendering Life Insurance, Consider the Secondary Market.
Your client can choose to surrender or sell their life insurance on the secondary market, but many agents...