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...
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 moreIt’s a bit of boilerplate in the profession: high-net-worth clients should provide for long-term healthcare expenses via...
Read moreNo doubt, some of our regular readers have no need to wonder: they’re wealthy enough to be in-the-know. Perhaps they’re reading...
Read more“Let me tell you about the very rich. They are different from you and me,” F. Scott Fitzgerald famously wrote. We beg to differ –...
Read moreThe results of Charles Schwab’s Modern Wealth Survey are in – among other things, the survey asked respondents to share their...
Read moreHigh-net-worth individuals often employ premium financing as a strategy to fund their life policy premiums. Here’s how it works...
Read moreIn wealth management world wealthy women mean big business and it’s about time these ladies get the attention they merit. After...
Read moreWhen making financial planning decisions, people tend to focus excessively on two factors: fees and performance. A few points on...
Read moreWhen considering the lives of the super-wealthy, one might conclude that it isn’t worth the bother. The joy of engaging work...
Read moreThe more we consider the attendant difficulties, the more extreme wealth takes on the aura of a curse. Key Private Bank recently...
Read more© 2020 CAVALIER ASSOCIATES