Do Your Homework on Indexed Universal Life Insurance

The world of life insurance presents what feels like a never-ending array of products and choices. One of these emerging product structures, indexed universal...

Domestic Private Placement Life Insurance

Private placement variable universal life insurance (PPVUL) products are available through some of the largest insurance companies in the United States....

An Adviser's Guide for Reviewing Life Insurance

Once issued, a life insurance policy can remain in effect for decades. During this time, the original owner's goal and objectives may have changed, or...

Advance Health Care Directives

I've counseled thousands of clients about the need for advance directives as an integral, critical component of an estate plan. Advance directives can...

Private Split-dollar Arrangements

For estate planning using life insurance, and especially for large premium cases, split dollar offers an attractive method for funding the premiums with...

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Advisory Board -
Insurance Committee

Charles L. Ratner (chair)

Ernst & Young LLP

Lawrence L. Bell

The Advisors, LLC

Richard L. Harris

BPN Montaigne LLC

Joel Koenig

The Koenig Group

Stephen O. Rothschild

Sale & Associates

Stephen Wolff

Ashton Group

Complete list of the Trusts & Estates Editorial Advisory Board

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Fate of Famed Art Collection Unresolved

Tennessee Chancery Court temporarily blocks the sale by financially strapped college of a 50 percent interest to a Walmart heiress’ new museum...

The Shifting Sands of the Tax Burden

A U.S. Court of Appeals ruling underscores the importance of paying attention to the tax implications of selling or transferring property before a testator’s death...

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Gsphere

Comprehensive analysis of investment diversification...

VestingPoint.com’s Retirement Calculator

Evaluate retirement projections with this online tool...

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Advising the Wealthy: It's a Whole New Game

Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......

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Roth IRA Conversions - The Critical Issues

Whether you are a tax professional, estate planner or financial advisor, it is important that you are well-equipped to effectively advise clients regarding Roth IRA conversions. -
Available On Demand!...

Aligning Charitable Giving & Life Insurance

Best Practices, Planning Techniques, and Philanthropic Benefits. Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College. Available On Demand!...

Integrative Philanthropy

Times are tough - in fact, donors are more careful to integrate their philanthropy with their financial and estate planning. Robert F. Sharpe, Jr. and Marc D. Hoffman describe the current philanthropic/political landscape and review the techniques that donors of means are now increasingly using to optimize their giving.
Available On Demand!...