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"Just because you got away with it...

doesn't mean it wasn't risky."
John E. Mayer

 

 

 

 

 

 

 

 

 

 

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

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

New Life for Unwanted Life Insurance Policies-Michigan Lawyers Weekly

New Life for Unwanted Life Insurance Policies-Accounting Today

New Proposed Retirement Plan Distribution Rules-Michigan Lawyers Weekly

Hidden Value in Unwanted Life Insurance Policies

Maximizing the Benefits of Inherited Wealth-Lawyers Weekly

Alternatives to Private Foundations

Begin with the Family Mission Statement--Not Strategies

Law Firms Should Offer Financial Planning Services-Michigan Lawyers Weekly

The List:  Who's Giving It Away

"Zero Estate Tax" Estate Plan

CRT -- The New Paradigm

Terminal Funding Annuities

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

 

 

 

 

 

 

 

 

 

 

 

 

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."
                                     More...

 

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..

                                   More . . .

 

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 ...
                                  More…

 

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
                                     More...

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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