Articles

 

The 4 Most Costly Estate Planning Mistakes Made by Those Worth $3 Million and Up

401K Participants Are Short on Investment Smarts

401K — Investment Advice

Alternatives to Private Foundations

Begin with the Family Mission Statement — Not Strategies

Beyond Death and Taxes

CRT's for Retirement

CRT — The New Paradigm

Determining The Family Legacy

Do 419 Plans Deliver The Tax Savings Promised? — Michigan Lawyers Weekly

Employer Payroll Deduction Life Insurance

Enriching Clients Through IRC §1031 Tax-Deferred Exchanges — Michigan Lawyers Weekly

Fiduciary Duties for Trust Owned Life Insurance Under UPIA — Michigan Lawyers Weekly

Hidden Value in Unwanted Life Insurance Policies — Michigan Lawyers Weekly

Law Firms Should Offer Financial Planning Services — Michigan Lawyers Weekly

The List:  Who’s Giving It Away

Long Term Care Insurance To Protect Your Retirement Nest Egg — Michigan Lawyers Weekly

A New Life for Unwanted Life Insurance Policies — Michigan Lawyers Weekly

A New Life for Unwanted Life Insurance Policies — Accounting Today

Maximizing the Benefits of Inherited Wealth

Maximizing the Benefits of Inherited Wealth — Michigan Lawyers Weekly

Mutual Funds Often Fall Short in Diversification

New Proposed Retirement Plan Distribution Rules — Michigan Lawyers Weekly

Recommended Reading  «««

Sale of Life Insurance Is New Option in Estate Planning, Bankruptcy, Divorce — Lawyers Weekly USA

Social Capital

Structured Settlements Provide Peace of Mind — Michigan Lawyers Weekly

Terminal Funding Annuities

The Retirement Paradigm

Time vs. Timing

“Zero Estate Tax” Estate Plan