Knowledge Base

8 Things to Know About Your Life Insurance Professional

Your life insurance professional will be your trusted adviser responsible for creating a comprehensive plan designed to take care of your family when you’re gone. Because of all that is at stake when selecting your life insurance adviser, we have put together the top 8 things you should consider to make the right decision for you and your family.

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Where Will Your Cars Go When You Do?

Do you have a plan or vision for your car collection? Have you taken the necessary steps to ensure your intentions are met after you’re gone? Is it the best plan? If you answered no to any of the above, it’s important to know that there are options, but even more important to understand the trade-offs associated with each one.

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Cleaning Up Prior Estate Planning

Due to continuous increases in the gift, estate and generation-skipping transfer (GST) tax exemptions over the past 5 years, estate planning opportunities have never been as extensive. Families should use these laws as a chance to update their current plans and take advantage of these opportunities.

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Life Insurance Solves Problems

In complex estate and business planning, there are many difficult problems to solve. Life insurance can often be an integral part of the solution. Here are 15 common situations that can be made better with properly designed life insurance contracts.

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How Estate & Asset Protection Can Save Millions

Families should consider creating an Intentionally Defective Irrevocable Trust (IDIT) and gifting assets to it to fully utilize your gift tax exemption. Download our whitepaper for a brief summary of the IDIT concept and the potential benefits of this planning strategy.

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Top 8 Reasons You Should Be Gifting Now

Most of us understand there are tax benefits to estate planning. But what many don’t realize are the numerous advantages inter-family gifting means for your estate plan. Here are the top 8 reasons you should be gifting now.

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Transferring Values Through Transferring Wealth

It is our hope this list can help inspire you to think about the values that are important to you and how those values can be integrated in your legacy planning.

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High Net Worth Planning

With Donald Trump getting set to take office, many high-net worth clients and advisors are curious about how to best structure their financial plans and products to fit the potential future tax landscape. See our latest paper “High net Worth Planning During Potential Tax Reform” for planning considerations and best practices in light of potential reforms.

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