Holistic Estate Planning
June 09/July 09
CCH Journal of Practical Estate Planning article
| 
Carrier Solvency
May 2009
Advisor Alert
| 
The IDC Capital
Management Process
|
Succession Planning
Part I: What Prevents a
Business from Hitting
One out of the Park?
August 08/September 08
CCH Journal of Practical
Estate Planning article
| 
Succession Planning
Part II: Business
Succession Is a Team
Sport
October 08/November 08
CCH Journal of Practical
Estate Planning article
| 
Life Insurance:
Caveat Emptor
Use History as a Guide for Reviewing Alternatives
May 2008
Family Office Exchange
e-newsletter
|
CRT Part I:
The Aspiration
of Stewardship
October/November 07
CCH Journal of Practical
Estate Planning article
| .
CRT Part II:
The Miracle of
Multigenerational Growth
December 07/January 08
CCH Journal of Practical
Estate Planning article
| 
Sell Your Policy?
September 2006
Trusts & Estates article
examining the pros and cons of life settlements
|
Split Dollar Run Amuck
November 2007
Advisor Alert
| 
What Happened
to Policy Performance?
July 2007
Advisor Alert
| 
Why Are Hedge
Funds Buying Insurance?
May 2007
Advisor Alert
|
Premium Financing -
Dangers & Opportunities
January 2007
Advisor Alert
| 
Secondary Guarantees -
Buyer Beware
September 2006
Advisor Alert
| 
Where’s the Risk?
Avoid the groundswell
of lawsuits surrounding
fiduciary responsibilities
for life insurance.
|
Our Vision
Sweeping changes are
having a dramatic impact on virtually every policy that
exists today.
| 
Who’s Watching
the Store?
There are few qualified
resources to manage life
insurance assets.
| 
The Changing Landscape
Life insurance has become a sophisticated and flexible
financial tool.
|
Stewardship of Trust-
Owned Life Insurance
Despite potential benefits,
few policies meet their
projections.
| 
The Top Ten Mistakes
What to look for when
choosing life insurance.
| |
