Private placement life insurance (PPLI) helps mitigate the tax bite from a variety of different types of investments and makes it possible to capture returns tax-free.Even if the government lowers the tax rate going forward, you still come out ahead using PPLI if you...
Administering an estate and making sure all the i’s are dotted and all the t’s are crossed can be a daunting task. Discover what it takes to be an effective executor so that if you’re asked to be one, you can decide whether the job is for you. Executors’ many duties...
President Biden is asking Congress for higher taxes on inherited properties. As is being discussed across news channels, this may impact families with more than $1 million in gains. Financial experts recommend estate planning strategies now, to avoid a surprise tax...
Families who own and manage businesses need to plan carefully and on an ongoing basis to ensure their companies remain strong and their finances remain healthy. Here are some of the big planning mistakes to avoid in your family business. Family businesses are...
