Insights and Intelligence

A MATTER OF CHOICE

– This white paper outlines our process for choosing the life insurance carriers we work with.

DIVERSIFICATION 2.0: TAX ADVANTAGE FOR HIGH INCOME EARNERS

– A renewed focus on tax efficiency.

NO ONE IN THE PILOT’S SEAT

– This paper provides a critical examination of developments in irrevocable life insurance trust management and oversight that erodes the protections afforded to trust beneficiaries.

REACHING THE SUMMIT AND RETURNING SAFELY IN RETIREMENT

– The purpose of this paper is to address specific strategies and supporting tactics for successfully navigating the spending phase of retirement by making sure that a client’s income lasts as long as the individual does.

TAXATION DOESN’T RETIRE WHEN YOU DO

– This presentation describes ways to prepare for increased taxes as assets accumulate.