FSP ARTICLE 2018 JANUARY
WILL YOU BE THE ONE WHO LEADS THE SUCCESSION PLANNING PROCESS? If you think motivating your client to tackle estate planning is difficult, consider the challenges inherent in business succession [...]
FSP ARTICLE 2017 SEPTEMBER
UNTIL THE OTHER SHOE DROPS Estate tax uncertainty brings with it a variety of planning concerns. We examine those concerns and suggest ideas that should be considered now and in the future. FSP [...]
FSP ARTICLE 2017 MAY
WHEN LIFE INSURANCE EARNS ITS KEEP It is important to understand how estate planning attorneys and life insurance professionals need to work with each other. There are many times when the [...]
FSP ARTICLE 2016 MAY
WHEN SHOULD INHERITANCES BE UNEQUAL? Equal treatment of children who are the beneficiaries of an estate plan may be perfectly suitable for many families, but only a point of departure for others. [...]
FSP ARTICLE 2016 JAN
DO YOU STILL NEED AN IRREVOCABLE TRUST FOR LIFE INSURANCE? The heart of the question includes whether clients who are affluent, but not going to be subject to federal estate tax, should maintain [...]
FSP ARTICLE 2015 SEPT
ESTATE PLANNING FOR FAMILY BUSINESS OWNERS Aligning the division of assets of a family business owner for estate planning purposes can often be a challenging proposition for both clients and [...]