Monthly Insights

Irrevocable Life Insurance Trust

Posted On January 14, 2019

An irrevocable life insurance trust (ILIT) can be a useful vehicle to hold life insurance policies outside the grantor’s taxable estate.

4 Minute Read

Private Split Dollar

Posted On October 12, 2018

Split dollar life insurance is not a type of insurance, but rather a method for dividing the premiums, ownership interests, and benefits of a permanent life insurance policy between two parties.

3 Minute Read

Business Transfer Issues

Posted On September 24, 2018

To create a guaranteed market for the sale of a business interest in the event of certain triggering events, such as death, disability, retirement, divorce, or bankruptcy.

7 Minute Read

Key Person Life Insurance

Posted On August 9, 2018

Key person life insurance helps reimburse a business for economic loss when a key employee dies.

3 Minute Read

Donor Advised Funds

Posted On July 19, 2018

Donor advised funds (DAFs) are separate accounts of a sponsoring charitable organization established by a donor.

3 Minute Read

Combining Buy Sell with Retirement Planning

Posted On April 13, 2018

A Limited Liability Company (LLC) is an entity that offers business owners the liability protection of a corporation and the flexible tax characteristics of a partnership.

6 Minute Read

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 27,359.16 +0.10%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.