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Articles

  • Captive Insurance

    Planners should know the pros and cons of captives to help business-owner clients assess the viability of establishing one.
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  • Taking a Second Look at Survivorship Life Insurance

    Survivorship insurance, which is also known as second-to-die life insurance, may not always be the best solution for your client.
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  • Business Succession Planning for the S Corporation Business Owner—The Basics and Beyond

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  • The SCIN GRAT

    A hedging technique takes the mortality risk out of estate planning
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  • Opportunity Shifting: A Life Insurance and Estate Planning Technique

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  • Unique Personal Property Issues

    Issues related to the retention and disposition of such personal property
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  • The Psychological Impact of Sudden Wealth

    A study of individuals who had acquired sudden wealth as a result of IPOs, lottery, or similar gambling winnings, and unexpected inheritances.
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