Published Articles

Trust & Estates: Life Insurance Triage in the Age of Coronavirus

Apr 09, 2020

Fiduciaries can take some preliminary steps to identify at-risk clients, starting with asking clients three questions.

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Tax Adviser: Spotlight on Life Settlements

Jun 08, 2019

Tax practitioners who are wary about discussing life settlements are not alone. Learn more about getting the best value in a life settlement transaction.

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Trust & Estates: Tax Reform Drives New Discussions About Life Settlements

Apr 09, 2018

Two provisions in the 2017 Tax Cuts and Jobs Act, the doubling of the estate tax exemption and more favorable tax treatment for the policy owner selling their policy, are the reasons the life settlement community is excited about the Act.

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Trust & Estates: Willing Buyers Change the Face of Life Insurance Valuations

Feb 09, 2018

The new tax law increasing estate tax exemptions is one in a series of recent changes that are impacting seniors who’ve previously deployed life insurance strategies for estate and tax planning.

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Trust & Estates: Are Your Senior Client's Finances About to be Trumped?

Nov 09, 2017

Any determination regarding whether to move forward with the purchase of new life insurance or how to handle existing coverage greatly depends on what happens with federal estate tax repeal.

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Society of Financial Services Professionals: Longevity Throws a Wild Card in Even the Best-Laid Plans

May 09, 2017

Senior plans may “go awry” because of increasing longevity, but with a customized life expectancy analysis, planners will be able to help their clients make midcourse adjustments to minimize potential damage.

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Trust & Estates: Rethinking Life Insurance Valuation for Seniors

Nov 09, 2016

Life insurance has long been considered a hard to value asset. Practitioners and planners have dealt with a variety of definitions of fair market value (FMV), depending on the particular application that’s being addressed.

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Wealth Management: Life Settlements Pay for LTC

Mar 09, 2016

Similar to appraising real estate, we use current market data to determine if a life insurance policy has any value beyond the cash surrender value if sold today.

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