Blog

Calculating estate taxes can be a daunting task, especially when your estate is composed of valuable assets like properties and investments rather than cash. Understanding how estate tax is [...]

A new client came in recently who wanted to boost his retirement savings. The trick was he was 70 years old. He had realized there was a chance he could outlive the money he’d saved, and that he [...]

You have quite a few options when it comes to how you transfer money from one generation to the next. Let’s take the example of David Jones, who decided to leave $15 million in his bank account [...]

The “irrevocable” part of an irrevocable life insurance trust (ILIT) can be scary for some people. They worry that they might need to make changes down the road, and when something’s irrevocable, [...]

When we meet with clients, the majority of our conversation obviously involves those clients’ estate plans and life insurance policies. But that’s not all we talk about. We cover a range of [...]

One of the hardest things our clients deal with when it comes to managing their estates is preserving non-liquid assets. Whether they’re trying to keep the family home in the family or maintain [...]

“I already have a pretty big IRA. Can’t I just leave that for my kids?” This was a question posed to us by a man who had a pretty impressive IRA balance. He’d already set it up so the balance [...]

Two separate clients, each with similar net worth, recently met with us to discuss their estate plans. One of them had already incorporated life insurance into her plan, while the other had not [...]

Once you’ve decided that permanent life insurance coverage is the solution for you, the first issue to sort out is which type of policy is best — whole life or universal life. From there, [...]

Are you familiar with the common challenges associated with IRA accounts? Many individuals encounter issues with taxes, required minimum distributions, beneficiary taxation, and market volatility [...]