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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Helping HNW Clients Decide to Self-Insure Against LT Care Costs – or Not
It’s a bit of boilerplate in the profession: high-net-worth clients should provide for long-term healthcare expenses via...
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What Do the Wealthy Folk Do? How the Rich Spend Their Money
No doubt, some of our regular readers have no need to wonder: they’re wealthy enough to be in-the-know. Perhaps they’re reading...
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How to Converse with the Wealthy
“Let me tell you about the very rich. They are different from you and me,” F. Scott Fitzgerald famously wrote. We beg to differ –...
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How Much Does It Take to Be Rich? It All Depends on Location
The results of Charles Schwab’s Modern Wealth Survey are in – among other things, the survey asked respondents to share their...
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Premium LI Financing – An Attractive Approach for HNW Clients
High-net-worth individuals often employ premium financing as a strategy to fund their life policy premiums. Here’s how it works...
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Rich Women are Increasingly Calling the Shots
In wealth management world wealthy women mean big business and it’s about time these ladies get the attention they merit. After...
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Checklist for Making Sound Financial Planning Decisions
When making financial planning decisions, people tend to focus excessively on two factors: fees and performance. A few points on...
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The Suffering of Billionaires: Add Longevity to the List
When considering the lives of the super-wealthy, one might conclude that it isn’t worth the bother. The joy of engaging work...
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The Woes of Planning for the High Net Worth
The more we consider the attendant difficulties, the more extreme wealth takes on the aura of a curse. Key Private Bank recently...
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