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Insurance

Potential Tax Efficiency through Private Placement Life Insurance By Eric P. Zeitlin

Posted November 24, 2022

The threat of tax increases and a reduction to the federal estate tax exemption is something high-net-worth families must always take into consideration when planning for wealth preservation. One strategy investors and family offices are increasingly relying on to prepare for an eventual shift in tax policy is private placement life insurance (PPLI). The traditional […]

Why your Insurance Policies Need Regular Check-Ups By Scott Montgomery

Posted November 16, 2022

Just as annual medical check-ups help you maintain proper health, regular insurance plan reviews can provide invaluable benefits. Evaluating current insurance policies once a year or every two years can help to ensure your policies keep up with your changing circumstances and may even result in re-rated and reduced premiums. Too often, individuals purchase insurance […]

7 Things to Consider When Buying Life Insurance By Scott Montgomery

Posted June 1, 2022

Life insurance is a vital estate planning tool intended to help you protect your surviving family members from significant financial burden and other economic risks that can occur when you pass away. In the simplest terms, a life insurance policy passes outside of probate to your beneficiaries, providing them with immediate funds to pay required […]

Women Need to Plan for their Long-Term Care By Olga Ismail

Posted March 24, 2022

No one wants to think about spending their golden years in a nursing home or with round-the clock nursing assistance for basic self-care tasks, such as eating, dressing, bathing and using the bathroom. Yet, according to AARP, approximately 52 percent of Americans turning 65 this year will require some sort of long-term care services and […]

How Can an LLC Protect Physicians from Creditors, Litigation? By Jessica Pendergraft, CFP®*, CDFA®

Posted March 9, 2022

Physicians and other healthcare providers recognize the inherent risks of their profession, including legal and financial exposure to claims of medical malpractice. However, this professional liability is merely the tip of the iceberg when considering the legal minefield most all professionals must navigate when operating a business, employing staff, owning property and even driving a […]

How to Help Beneficiaries Manage Financial Affairs, Thrive After a Family Member Dies By David L. Burg, CFP®, JD, LL.M., MBA, CLU®, ChFC®, RICP®, CRPS®, ADPA®, CASL®

Posted February 15, 2022

One of the most critical yet often forgotten steps in the estate-planning process is preparing a surviving spouse to take over a family’s financial affairs. Even if you checked off all the boxes on your estate-planning to-do list, creating a will, properly titling accounts, naming beneficiaries and structuring assets for tax efficiency, your plan may […]

Age is More than A Number When Planning for Retirement By Sean Deviney, CFP®*

Posted December 8, 2021

After years of diligent saving, you probably built a significant nest egg to afford a comfortable retirement, but that doesn’t mean you’re ready to put your feet up and coast through your golden years. Preparing for retirement requires having a plan in place to address your spending habits, rising health care costs, changing tax laws […]

What is Private Placement Life Insurance, and How Can it Help High-Net-Worth Investors Maximize Tax Efficiency? By Eric P. Zeitlin

Posted February 18, 2021

The more wealth a family acquires, the more tools they need to preserve those assets for future generations and protect them from the long arms of tax agencies in the U.S. and abroad. One such tool earning the attention of family offices and ultra-high-net-worth individuals across the world is private placement life insurance (PPLI). In […]

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