The Buy-Sell Cost Basis Problem Most Owners Don’t See Coming
⏲ 5 min read ⏲
Cost basis issues can quietly undermine buy-sell plans. Proactive design helps prevent unintended tax consequences at the worst possible time.
Estate Planning
How to Capture Business in the First Big Stage of the Trillion-Dollar Wealth Transfer
⏲ 3 min read ⏲ The first transfer happens when one spouse dies. Advisors who understand this can win business earlier and retain households longer
The ‘Second Sale’ Opportunity Created by the End of the Stretch IRA
⏲ 2 min read ⏲
SECURE Act changes created new planning challenges—and opportunities. Advisors who understand the second-sale dynamic can deliver meaningful value post-inheritance.
Using Life Insurance to Hedge Against LTC and Estate Tax Uncertainty
⏲ 6 min read ⏲
Legislative uncertainty makes planning difficult. Life insurance can act as a flexible hedge against both long-term care costs and future estate tax exposure.
