Helping senior clients through estate planning requires a comprehensive strategy that includes consultations with their legal and tax advisors to ensure proper asset distribution, minimize tax ...

Ultra-wealthy people use life insurance products to mitigate and defer taxes. The rest of us use life insurance as a safety net to take care of the people we love and worry about the most. Patricia De ...

Couples often overlook steps that leave surviving spouses exposed.

A frequently overlooked aspect of a client’s life insurance is proper alignment with their estate planning goals. Between the typical set-it-and-forget-it mentality and a simple beneficiary approach ...

This post has been updated as of March 28, 2024, to reflect changes to the Massachusetts estate tax exemption. There is a common misconception that life insurance benefits are not subject to estate ...

Asset protection is a topic relevant to almost all clients. A foundation of asset protection is a proper insurance plan that includes auto, property and business liability coverage, among other types ...

Death anxiety can unexpectedly shape how we spend, save, insure, and plan—sometimes helping us protect what matters, ...

Some of the best fiduciary financial advisors for retirees.

One area of our practice that’s gaining increasing attention is U.S. life insurance planning for foreign national clients with U.S. situs assets. These assets could be exposed to future gift and ...

A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion ...