Drain the Usual Suspects: Can Overfunded Life Protect HNW Clients from Coming Tax Rises?
We stand at the tree line, all silent for a moment, waiting to cross the fateful valley. I’m not talking about Faulkner’s fantasy...
Read moreWe stand at the tree line, all silent for a moment, waiting to cross the fateful valley. I’m not talking about Faulkner’s fantasy...
Read moreMourn the poor rich man, who died in his prime and left a tremendous mess for his loved ones to clear up. Tony Hsieh, the 46-year...
Read moreI live on a quiet street. There’s a pothole in the road outside my gate. Our neighbor’s mutt likes to wander over and lie in it. We...
Read moreMy father was a straight arrow, as true flying as they come, but he wasn’t without his New England oddities. I’m not talking about...
Read moreI called one of my first colleagues in finance, a London-born specialist now in estate planning, who works out of Baltimore. What...
Read moreWe return to the subject of potential tax rises and I apologize right from the start. Still, we must face facts, whatever those...
Read moreThe last time we spoke, we talked about California Democrats’ plans to kick the state’s top-tier tax rate up to an all-American...
Read moreA dear friend celebrated his birthday the other day – he’s nearing 50 now, but is still younger than me, somehow. He lives in a...
Read moreThere’s a song I used to love back in college, written by the great American bandleader and songwriter Louis Jordan. My favorite...
Read moreUniversal and whole life insurance policies seem to be slipping out of favor with estate planners and financial advisors. They rate...
Read moreThe coronavirus crisis is touching even the toughest of souls. A good friend of ours at an aggressive venture capital firm has been...
Read moreThe rich may get richer, but they have a dickens of a time keeping it. This is a reality that divide-and-rule pundits pointedly...
Read moreVoted into law this past December, The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act) contains...
Read moreWealthy people need financial advice – the finest they can locate. The queue to gain their lucrative business will be long, so how...
Read moreThe new year will ring in tax developments both good and bad for your wealthier customers. It’s also good to recall the upcoming...
Read moreRich are Rattled and Seeking Old-Fashioned Security Mayfair is one of the most elegant areas of London, and there you’ll find 46...
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