Monthly Insights

Basic Estate Planning

Posted On November 18, 2018

Regardless of your level of wealth, the failure to establish an estate plan can be detrimental to your family.

5 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

Using a Business to Fund Life Insurance

Posted On June 15, 2018

For owners, owner-employees, and non-owner employees, personal insurance may be funded through the business a number of different ways.

2 Minute Read

Sale to an Intentionally Defective Irrevocable Trust (IDIT)

Posted On May 21, 2018

An Intentionally Defective Irrevocable Trust (IDIT) is an irrevocable trust established by a grantor generally for the benefit of the grantor’s family.

4 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

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