IRS Untangles One Transfer-for-Value Rule Trap
By William H. Byrnes, Robert BloinkPreferential tax treatment and the flexibility to restructure allocations in estate planning simply don't mix well when it comes to investing in life insurance. A recent IRS private letter ruling could help change that.
September 18, 2012
5 Big Security Risks for HNW FamiliesShady characters are finding an increasing number of ways to get at HNW families money, thanks in many cases to rapidly changing technology. Here's how to protect those clients.
September 18, 2012
Leave U.S. aloneCampaign ads are annoying. And so are those loads of mailers you keep sending me.
September 18, 2012
Dear Candidates: Make LTCI Deductible for AllAALTCI's executive director asks Barack Obama and Mitt Romney to back a new deduction.
September 18, 2012
Busy Lives: How You Can Help Caregiving ClientsWhen you're planning for LTC needs, think outside the checkbook.
September 18, 2012
Dear Candidates: Make LTCI Deductible for AllAALTCI's executive director asks Barack Obama and Mitt Romney to back a new deduction.
September 18, 2012
Busy Lives: How You Can Help Caregiving ClientsWhen you're planning for LTC needs, think outside the checkbook.
September 18, 2012
Playing to Win Still Matters in Football, the Markets and the EconomyLessons our leaders can learn from the Alabama Crimson Tide: a hand up, not a hand out.
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