High-net-worth individuals seeking tax-efficient wealth transfer strategies often turn to Intentionally Defective Grantor Trusts (IDGTs). One effective
Read More
High-earning individuals often seek additional investment avenues after maximizing contributions to traditional retirement plans. One such option is utilizing
Read More
Private Placement Life Insurance (PPLI) is an elite financial planning tool that has gained traction among ultra-high-net-worth (UHNW) individuals and families
Read More
Company-Owned Life Insurance (COLI) is a widely used financial tool for businesses to protect against the loss of key employees, fund executive benefits, or
Read More
When couples prepare to marry, discussing financial protection can be an essential part of their future planning. Prenuptial agreements, or "prenups," are often
Read More
A single-family office (SFO) is dedicated to managing the financial and personal needs of a high-net-worth (HNW) family, making it a complex ecosystem with
Read More
It’s no surprise that studies show young adults are not into insurance. There are too many other financial challenges to worry about, such as paying off
Read More
Most financial planners agree that life insurance is essential for protecting families against financial loss, which is why many recommend purchasing the
Read More
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
Read More
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
Read More
