On-Demand Videos

Do you have a life insurance policy that you no longer want or need? Do you have expiring term insurance that you don't wish to convert? Do you have a cash need now and lack the desire to continue paying premiums on your life insurance policy? If you answered yes to any of these questions, you may want to learn about the life settlement options available to you. Life insurance is an asset just like anything else you own, and should not be thrown out with the trash if you no longer need or want it. There may be significant market value in that asset. Join our colleague and friend Jamie Mendelsohn, EVP with Ashar Group as we discuss the complexities and considerations associated with the life settlement market.

Are you considering early retirement? Did you just receive a severance? Many would love to be able to retire early, but just not sure if they can. There are some unique challenges that only early retirees will face. Join us as Managing Partner, Tim Smith walks us through how to navigate many of those challenges, and some specific planning strategies you could consider when planning for your own retirement or severance planning. Learn how to handle your pension, 401(k), deferred compensation, stock compensation, and more to mitigate taxes and maximize wealth during retirement.

Join our trusted colleagues and estate planning attorneys, Benjamin Kelly and Amy Koontz as we discuss the key factors to consider in crafting your family's estate plan. Learn how the current tax environment might be creating the best opportunity for preserving and protecting multi-generational wealth we have ever seen or may ever see.