Financial Planning, Insurance and Asset Management Resources

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7 minutes read

Understanding Your Retirement Benefits: Things to consider as a BP Executive Preparing to Retire

How do I make the most of my BP retirement benefits? As one of the most lucrative positions in the oil and gas industry, BP executives enjoy exceptional employee benefits. However, navigating these offerings can be overwhelming, even for high-level executives. From cash compensation and severanc...

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6 minutes read

Managing Your 401(k) After Job Transition: Key Considerations & Advanced Tax Strategies

What to do with Your 401(k) after Leaving a Job: Key Considerations & Advanced Tax Strategies When navigating a job transition, whether entering retirement or an unexpected layoff, one crucial aspect that requires careful consideration is what to do with your 401(k) plan. Making informed choices...

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5 minutes read

The Clock is Ticking: Why Accredited Investors are Taking Advantage of Private Placement Life Insurance (PPLI)

As today's top federal estate tax rate, or "death tax," currently tops out at 40%, proactive planning is needed for high-net-worth individuals who want to avoid nearly half of their estate going to taxes rather than their heirs upon death.1 With sizeable estate tax exemptions currently set to expi...

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5 minutes read

Inheritance or Legacy?

It takes no planning to leave an inheritance, you just have to pass away owning something. However, most wealthy families are more interested in leaving a legacy, which does require significant thought and planning. The Dilemma John has worked his entire life to achieve success in both his p...

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4 minutes read

Understanding Life Settlement: Recognizing the market value of your life insurance

Many people think of life insurance in rather uninspired terms. They generally consider it a liability and an expense that shows up in cash flow projections, not a true asset. This is sometimes why investors will surrender a policy or let one lapse. But before doing either of those things, policyh...

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4 minutes read

Now Is the Time to Review Estate

Wealthy individuals who’ve completed their estate plans may consider the job done. But estate planning is a journey, not a destination. So many factors — personal, financial, and political — can change over time and challenge the effectiveness of even the best-constructed estate plan. That’s why it’...

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5 minutes read

How to Create Liquidity by Selling a Business to an ESOP

Selling a closely held business can be an incredibly complex process that requires a lot of thoughtful planning. For business owners, two challenges often come to the forefront: finding a buyer and creating a liquidity event for the business owner. Selling a business to an employee stock ownership p...

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4 minutes read

Benefits of Private Placement Life Insurance (PPLI) for the Ultra-Affluent

Tax rates are currently at or near historic lows. But ask just about anyone and the expectation is that taxes are sure to increase in the future. So, finding tax-efficient shelters for wealth accumulation is important for protecting long-term portfolio value and accomplishing tax planning goals. For...

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5 minutes read

How grantor trusts (and alternatives) aid estate planning

Grantor trusts have long been a valuable estate planning tool because they allow affluent individuals to separate assets for estate and income tax purposes. But a recent legislative proposal would have radically changed how these trusts could be used, effectively eliminating their tax shelter benefi...

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6 minutes read

Insurance Insights: Using life insurance to transfer wealth

Good estate planning answers three key questions: Where does your stuff go? Who is in charge? And what are the rules? Life insurance can be one of the most tax-efficient ways to answer these questions because it can limit tax exposure while protecting and facilitating generational wealth. Here’s a l...

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Understanding Life Settlement: Recognizing the Market Value of your Life Insurance

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…

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Ebooks:

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How and Why Wealthy Families Use Life Insurance

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Life

Articles:

Understanding Your Retirement Benefits: Things to consider as a BP Executive Preparing to Retire

Managing Your 401(k) After Job Transition: Key Considerations & Advanced Tax Strategies

The Clock is Ticking: Why Accredited Investors are Taking Advantage of Private Placement Life Insurance (PPLI)

Inheritance or Legacy?

Understanding Life Settlement: Recognizing the market value of your life insurance

Now Is the Time to Review Estate

How to Create Liquidity by Selling a Business to an ESOP

Benefits of Private Placement Life Insurance (PPLI) for the Ultra-Affluent

How grantor trusts (and alternatives) aid estate planning

Insurance Insights: Using life insurance to transfer wealth

Videos:

Understanding Life Settlement: Recognizing the Market Value of your Life Insurance

Ebooks:

How and Why Wealthy Families Use Life Insurance

Succession Planning Starts Now

Using Life Insurance to Transfer Wealth