Dec 14, 2020

Private placement variable life insurance can be a useful utility knife for planners.

Celebrity Estates: How Michael Jackson's Executors Created a Thriller of an Estate Plan

Dec 14, 2020

Even though Michael Jackson's estate was saddled with over $500 million in debt when he died, due to the great work of his executors, it has earned over $2 billion since his death.

A Letter From 9 Million U.S. Expats to Janet Yellen

Dec 11, 2020

The next Treasury secretary could make the lives of millions of Americans easier at no cost at all.

Twenty-Five Passports HNW Clients Are Hoping to Find Under the Tree

Dec 11, 2020

Citizenship by investment programs can drastically speed up the process.

Why I Committed to Raising $10 Billion for Charity

Dec 09, 2020

The benefits of encouraging clients to make philanthropic donations.

Mediation in Estate-Planning Disputes

Dec 09, 2020

It’s disheartening for all to see relatives and friends taking sides in a dispute. Mediation is a viable way to achieve cost savings and justice.

The Intersection of Pro Sports and Real Estate

Dec 08, 2020

There's a long history of both pro sports athletes and franchise owners investing heavily in commercial real estate.

Seeking Control? Consider a Directed Trust

Dec 07, 2020

Offering a client the ability to more actively guide decisions regarding their estate planning may attract their attention and keep them involved in the process.

2020 Holiday Gift Guide for Financial Planners

Dec 07, 2020

What to give and/or get in a year unlike any other.

2020 Year-End Estate Planning: Planning in a Time of Uncertainty

Dec 03, 2020

This unsettled environment will reward sophisticated, flexible and proactive estate planning.