Published Articles

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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