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Taxation

Taxation and Trusts & Estates "Last Chance" Estate Planning May End Soon

"Last Chance" Estate Planning May End SoonThis article was first published in the Orange County Business Journal, February 13, 2012 Much has been written about the perfect storm of estate planning: the coincidence of low values, low interest rates, valuation discounts and the $5 million ($10 million for a married couple) gift and estate tax […]

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 […]

Taxation and Trusts & Estates JMBM Tax Newsletter: The Top 10 Reasons to Consider a Prenup

The Top 10 Reasons 21st-Century Couples Should Consider a Prenuptial Agreement This article was first published as a two-part series by the Elite Advisor Forum, a publication of CEG Worldwide and SourceMedia, and is reprinted with permission. Spouses are not mere roommates. They are partners, with each individual assuming obligations to support the other during […]

Taxation and Trusts & Estates Orange County Business Journal: Stress Test Your Life Insurance

Stress Test Your Life Insurance by Gordon Schaller and Scott Harshman This article appeared in the February 22, 2011 issue of the Orange County Business Journal. Click here to view this article as a pdf. The life insurance industry has utilized technology over the last 30 years to create new hybrid financial/life insurance products. Life […]