News & Insights

Stay Current On Everything Prestige Planning

Understanding UHNW Clients’ Insurance Priorities

Financial advisors understandably seek value for their clients. They may feel an ethical and professional obligation to seek the lowest-priced insurance or heavily weigh price-for-value when they evaluate insurance options.This prioritization of cost, however, runs...

read more

When Trusts and LLCs Hold Assets: The Hidden Risks

"Insurance premium payments are one of the areas where clients often think it is harmless to pay the premium directly even if there is a trust or entity involved. If there is a lease agreement in place for use of the home or vehicle, direct payments may be proper....

read more

Flexible Estate Planning Using SLATS and Premium Financing

What flexibility can a premium financed life insurance inside a SLAT create? We will discuss the potential role of Premium Financed Life Insurance in a Use it or Lose it SLAT. Purchasing an accumulation-oriented life insurance policy (maximum premium/minimum death...

read more

Subscribe to our newsletter

A digest of our latest news, articles and resources

Schedule A Call

We provide financial guidance by building real-world relationships.
It starts with a conversation, so let’s talk.