The New Portability and Disclaimer Trusts

What's the Best Way to Pay a Business Owner's Estate Taxes?

Using Trusts to Protect Heirs

Using Life Insurance in Business Succession Planning

Using a VUL Policy in Place of a Roth IRA or Section 529 Plan

Trust-Owned Annuities

Top 10 Uses of Life Insurance in a Non-Taxable Estate

Top 10 Uses of Life Insurance in a Family Business Succession Plan

Three Levels of Business Succession Planning

*Switching* Irrevocable Life Insurance Trusts

Spousal Lifetime Access Trusts

Non-Qualified Deferred Compensation Plans for Family Businesses

Qualified Personal Residence Trusts

Private Annuities and Self-Canceling Installment Notes

Planning Opportunities with Partnership-Owned Life Insurance