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...
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Book of Lamentations: Tony Hsieh Latest to Die Will-less
Mourn 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...
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Don’t Stop the Presses: Democrats Propose Ultra-Rich Tax
I 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...
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Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
My 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...
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Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes
I called one of my first colleagues in finance, a London-born specialist now in estate planning, who works out of Baltimore. What...
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Facing Facts, Perhaps: Joe Biden’s Tax Plans for the Wealthy
We return to the subject of potential tax rises and I apologize right from the start. Still, we must face facts, whatever those...
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California’s Dreaming: Wealth Tax Proposal Joins Tax-the-Rich Parade
The last time we spoke, we talked about California Democrats’ plans to kick the state’s top-tier tax rate up to an all-American...
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Sympathy for the Wealthy: Strategies to Combat Prospective Tax Increases
A dear friend celebrated his birthday the other day – he’s nearing 50 now, but is still younger than me, somehow. He lives in a...
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The Big Reversion: Estate Planning and Tax Considerations before 2026
There’s a song I used to love back in college, written by the great American bandleader and songwriter Louis Jordan. My favorite...
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For HNW Clients, Cash Value Life Insurance Offers Solid Planning Value
Universal and whole life insurance policies seem to be slipping out of favor with estate planners and financial advisors. They rate...
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No Different than You or Me, After All: The Wealthy and the Coronavirus Crisis
The coronavirus crisis is touching even the toughest of souls. A good friend of ours at an aggressive venture capital firm has been...
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Estate-Tax Exemption Vanishes in 2025 – Plan Now or Weep Later
The rich may get richer, but they have a dickens of a time keeping it. This is a reality that divide-and-rule pundits pointedly...
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The SECURE Act: What Wealthy Clients Need To Know
Voted into law this past December, The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act) contains...
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Clearing the Bar with Wealthy Clients
Wealthy people need financial advice – the finest they can locate. The queue to gain their lucrative business will be long, so how...
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New Tax Rules in 2020: How They’ll Affect Wealthy Clients
The new year will ring in tax developments both good and bad for your wealthier customers. It’s also good to recall the upcoming...
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Rich are Rattled and Seeking Old-Fashioned Security
Rich 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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