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Fiduciary Duties for Trust Owned Life Insurance
Under UPIA
Reprinted with permission of
Michigan Lawyers Weekly
A corollary to Murphy's Law is,
"If everything appears to be going well, most likely you are not
aware of everything that is going on."
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Hidden Value in Unwanted
Life Insurance Policies
Reprinted with permission of
Michigan Lawyers Weekly
A large corporation went
bankrupt. It owned a number of multi-million dollar key person life
insurance policies insuring the founder of the firm. The bankruptcy
trustee allowed the policies to lapse.
Was this a good decision on its
face?
More . . .
A New
Life for Unwanted Life Insurance Policies
Reprinted with permission of
Michigan Lawyers Weekly
Do
you have clients who no longer want to maintain their life insurance
policies? In the past, their only alternatives were “lapse”
or “surrender.” Lapse a policy and you get nothing. Surrender
it and receive only the net cash surrender value.
New options affecting life
insurance may mean that your clients can do better — a whole lot
better. A potential option, life settlements, now exists which may enrich
policy owners with significantly greater funds.
More . . .
Structured Settlements Provide Peace of Mind
Reprinted with permission of
Michigan Lawyers Weekly
Headlines in recent years have covered personal injury
awards for everything from faulty tires to Fen-Phen and beyond..
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Maximizing the Benefits of
Inherited Wealth
Reprinted with permission of
Michigan Lawyers Weekly
Here's a riddle for
you. The first generation makes it. The second generation holds it. The
third generation spends it. And the fourth generation strives to make it
again. What it is it? Money.
More…
A New
Life for Unwanted Life Insurance Policies
Reprinted with permission of
Accounting Today
Do
you have clients who no longer want to maintain their life insurance
policies? In the past, their only alternatives were “lapse”
or “surrender.” Lapse a policy and you get nothing. Surrender
it and receive only the net cash surrender value.
New options affecting life
insurance may mean that your clients can do better — a whole lot
better. A potential option, life settlements, now exists which may enrich
policy owners with significantly greater funds.
More . . .
New Proposed Retirement
Plan Distribution Rules
Reprinted with permission of
Michigan Lawyers Weekly
The
number one obstacle to wealth accumulation is taxation! Some might
disagree with this statement after reviewing last year's stock market
performance. However with combined federal and state income tax rates
approaching 45% at the top end and federal estate taxation at 55% at time
of death, last year's stock market ...
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Enriching Clients Through IRC §1031 Tax-Deferred
Exchanges
Reprinted with permission of
Michigan Lawyers Weekly
Growing law firms compete for
high-quality clients by finding
new, cost-efficient ways to add value to their services.
.
More . . .
Long Term Care Insurance
To Protect Your Retirement
Nest Egg
Reprinted with permission of
Michigan Lawyers Weekly
Long-term care insurance
is critical in both estate planning as well as retirement planning.
Why - because without it your savings & retirement nest egg remain at
risk when long-term care needs arise. The stock market is not the
only risk your retirement nest egg will be subjected to as time
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