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.
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...
Using Life Insurance to Pay for Hidden Taxes
Annuities, IRAs, and capital gains. Three areas where Life insurance can be used to pay off estate and...
Using Life Insurance for Charitable Giving
Using life insurance for charitable giving begins with an audit of the client’s policies. This takes into account...