Articles
Articles by Category
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Estate Planning
- Tax the Rich and Their Heirs
- The Grapelord of Napa Faces a Threat Worse Than Plague
- Electronic Estate Planning in Uncertain Times
- What to Know About making a Will in the Age of Coronavirus
- Why Aren’t More Women Working? They’re Caring for Parents
- 1 Big Thing: Baby Bust Bites America’s Rural Corners
- These are the Estate Planning Must-Do’s Before Children turn 18
- Investors Are Usually Wrong. I’m One of Them
- Day Pitney Estate Planning Update
- How a Tax Loophole is Helping Silicon Valley Workers Save Millions
- At 75, Taking Care of Mom, 99: ‘We Did Not Think She Would Live This Long’
- Disability Insurance Can Be a Real Lifesaver
- Washington Threatens to Change Retirement Planning Forever
- Savings Accounts for Disabled American Catch on, but Slowly
- Should You Be Able to Disinherit Your Child?
- Five Tips for Proactively Helping Aging Parents
- Avoiding Probate With a Revocable Living Trust
- Irrevocable Life Insurance Trust
- Contesting a Will in New York
- Why You Must Fear the Estate Tax
- The Retirement Industry Could Do Some Simple Things to Help You Save More
- Estate Planning Strategies That Cause Major Insurance Coverage Gaps
- New York Retroactively Reinstates Gift Clawback Rule
- Estate Planning for the Uninitiated
- U.S. Supreme Court Ruling Regarding Inherited IRAs Highlights the Benefits of IRA Trusts
- Preserving GRATs in Any Financial Climate
- Gifting the Family Vacation Home
- The Case for Permanent Life Insurance
- Nearly Half of Older Americans Don't Have Wills or Estate Plans
- TOLI Trustee Alert: More of Your Clients Will Be Living to 100 and That Could Be a Problem
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Business Planning
- Once Scrutinized, an Insurance Product Becomes a Crisis Lifeline
- What Investors Need to Know About the Tax Bill
- Concerns Mount Over the Pass-through Tax Cut
- Fair Is Fair: Transitioning the Closely Held Business to the Actively Employed Child
- Disney could claim $50 million for Carrie Fisher’s death
- Keeping It in the Family
- HSAs Offer Tax Benefits Beyond 401(k)s
- Succession-Planning Tips for Family-Owned Businesses
- The Smart Way for an Executive to Exit
- IRS reaches $388 million deal with ex-Pistons owner's estate
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Life Settlements
- Why Life Settlements Are Becoming A Mainstream Financial Option
- Discovering the Hidden Value of Life Insurance Policies: Application of Life Settlements in the Context of Bankruptcy
- Life Settlements of Corporate Owned Life Insurance Policies
- Life Insurance Settlements: A Potentially Powerful Cash Generation Tool
- Settlements of ‘Keyman’ Policies May Increase
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Individual Planning
- How to Lower Your Tax Bracket in Retirement
- Opportunities Abound for Wealth Transfer
- How to Help Your Parents With Their Finances Amid Coronavirus
- Life Insurers Face Future Rate Pain
- Thinking About Lending Money to Family? The IRS Has Something to Say About That
- Coronavirus- Related Life Insurance Considerations
- Virus Relief Efforts Give Rise to New Tax Strategies
- New Yorkers Affected by COVID-19 May Defer Paying Life Insurance Premiums for 90 days
- Your Life Insurance Covers COVID-19. If You Need Coverage, Move Quickly.
- How to Donate Art to Charity
- How Arts Philanthropy is Changing
- There are Few Places to Hide When Markets All Move Together
- The Fate of the World’s Largest ETF is Tied to 11 Random Millennials
- New Tax Law Drives More Americans Into Muni Bonds
- 3 Ways Grandparents Can Help Pay for College
- 4 Reasons Parents Don’t Discuss Money (and Why They Should)
- Illinois Lawmakers to Investigate College Financial-Aid Loophole
- College Financial-Aid Loophole: Wealthy Parents Transfer Guardianship of Their Teens to Get Aid
- 12 Surprising Traits of the Wealthy
- How to Protect Your DNA Data Before and After Taking an at-Home Test
- Lawsuit Could Cool a Fast-Growing Way of Giving to Charities
- Required Minimum Distributions Likely to Change
- Six Reasons Americans Don’t Have Life Insurance, and Why They’re All Bogus
- Five rules wealthy people live by
- 4 Tax Strategies That Could Make a Divorce Settlement Easier
- The Secret Trust Scores Companies Use to Judge Us All
- Why You Procrastinate (It Has Nothing to Do With Self-Control)
- Life Was Short for Longevity Gains
- IRS Kicks Off Annual List of Most Prevalent Tax Scams: Agency Warns Taxpayers of Pervasive Phishing Schemes in its ‘Dirty Dozen’ Campaign
- New York Millionaires Tell Albany: Tax Us, Please
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Insurance Industry
- Best Life Insurance Companies of 2020
- What Carson Group Saw in a Small RIA
- Insurance Broker Hit With Lawsuit Over Coronavirus Exclusion Clause
- Some Americans Are Being Turned Away Trying to Buy Life Insurance
- : Life Insurance Does Cover Pandemics
- 10 Ways COVID-19 Is Affecting the Life and Annuity Distribution World
- Prudential Looks Strong: Analysts
- Coronavirus and Insurance Policies: What is Covered?
- How Financial Advisors Can Strive for a Higher Standard When Recommending Life Insurance
- Great Brexit Insurance Migration Shifts $75 Billion from London
- Lawrence J. Rybka - The Use of Premium Financed Indexed Universal Life Policies - How to Retire in the Magical Retirement Income Castle in the Clouds
- A Non-Correlated Asset Strategy
- Unlocking Potential
- AXA - Behind the IUL Language
- Bad Behavior at Voya
- Tobacco company Philip Morris starts life insurance firm that offers discounts to smokers who quit
- Insurers Want to Know How Many Steps You Took Today
- A State Investigator, The Financial Adviser ‘Heir’ and an Elderly Client: How Lines get Blurred in Insurance Regulation
- Opportunity Zones Overview
- IRS Proposes Rules for Life Insurance Information Reporting
- Canadian Insurers Win Court Battle Over Investment Strategy
- Why The Life Insurance Industry Wants to Creep on Your Instagram
- Incorporating Long-Term Care and Estate Planning Into Ultimate Life Insurance Trusts
- Commonwealth Financial, MassMutual strike software deal
- 3 Life Settlement Trends to Watch in 2019
- IRS Proposes to Protect Wealth Transfers with Rules for Estate and Gift Taxes
- Generational Split Dollar (GSD) Where Are We Now?
- Minimizing Corporate Risk with Business Loan Disability Insurance
- We Went to a Steak Dinner Annuity Pitch. The Salesman Wasn’t Pleased
- Typecasting Life Insurance
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Long Term Care
- The Odds on Needing Long-Term Care
- New Tax Will Help Washington Residents Pay for Long-Term Care
- Many Americans Will Need Long-Term Care. Most Won’t be Able to Afford it.
- Does it Make Sense to Buy Hybrid Long- Term Care Insurance
- Less than a Quarter of HNW Individuals Have a Long-Term Care Plan in Place
- Long Term Care Insurance Isn’t Dead. It’s Now an Estate-Planning Tool
- MassMutual Seeks to Raise Long-Term Care Insurance Rates
- DNA and Long Term Care Insurance
- One State’s Quest to Introduce Long-Term Care Benefits
- The Traditional Long-Term Care Insurance Market Crumbles
- Combine Long-Term Care With Life Insurance? Do the Numbers First
- Collapse of Long-Term Care Insurer Reflects Deep Industry Woes
- Appeal of long-term care insurance declines
- Long-Term Care Insurance Can Be Costly but Effective
- Long-Term Care Insurance Can Baffle, With Complex Policies and Costs
- Why People Don’t Buy Long-Term-Care Insurance
- Long-Term-Care Insurance: Is It Worth It?
- Long-Term Care Insurance: How to Choose It
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Other Articles
- Laughter Will Keep Your Team Connected- Even While You’re Apart
- Taking a Professional Approach to Niche Building
- The Risks- Know Them- Avoid Them
- Black Swan Theory
- What Happens to Your Emails After You Die
- How to Respond to ‘So, Tell Me About Yourself’ in a Job Interview
- Another Baseball Mystery: Why Do Players Seem to Live Longer?
- Jim Bourton Opened Up the Major Leagues to Everyone
- North Carolina Regulators Seize Control of Life Insurers Owned by Greg Lindberg
- Skydiving, Mountain Climbing and Other Ways Execs Terrify Their Shareholders
- Oh the Stories Hubie Brown Can Tell, About the NBA and More
- New Executive of Slimmed Down Fox Network Faces First Big Test
- WEALTH TRANSFER RATE OUTLOOK - Bernstein's Projected 7520 Rate and AFRs
- The Elegance of Nothing
- Those Credit Card Bonuses May Be Taxable
- Parking an Investment in Your Garage
- What Is the Citizenship of a Baby Born on an Airplane?
- Opportunity Zones’ Offer Tax Breaks and, Maybe, Help for Communities
- When Getting Money Hurts
- Canadian Insurers Fight Cattle Farmer’s Investment Strategy, Fearing Stampede
- How Puerto Rico Became the Newest Tax Haven for the Super Rich
- States Rebel, Won’t Conform to Trump Estate Tax Cuts
- Alexa, Get me Health Insurance
- Tuition Insurance Catches On as Costs Rise, Students Struggle to Adjust
- 3 Tax Breaks That May Be Better in the Long Run
- How Tech Billionaires Hack Their Taxes With a Philanthropic Loophole
- The Mistakes You Make in a Meeting’s First Milliseconds
- What’s Next for the DOL Fiduciary Rule?
- Interest on Home Equity Loans Is Still Deductible, but With a Big Caveat
- The wealthy are using pawn shops to finance their business ideas