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October, 2011 Articles

Trusts & Estates Elite Advisor Forum: Top 10 Estate Planning Mistakes–Part 2

Jill Henderson and Burton Mitchell’s article titled “Top 10 Estate Planning Mistakes (Part 2 of 2)” was published by the Elite Advisor Forum. The article begins below. For Part 1, click here. Top 10 Estate Planning Mistakes (Part 2 of 2) By Burton Mitchell and Jill Skinner This article was first published as a two-part […]

Taxation and Trusts & Estates Volatility Can Kill Your Variable Life Policy

Volatility Can Kill Your Variable Life Policy By Gordon A. Schaller You or your spouse or parents may have purchased a life insurance policy several years ago. You always thought life insurance was a bad investment with returns of only 3-4%. However, this policy was supposed to be different – the premiums could be flexible […]