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Megan Earhart wrote the article “2nd District Decision Shields Trustees of Revocable Trusts from Liability” published on Oct. 20, 2011.
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 […]
To almost everyone’s surprise, new legislation for estate and gift tax laws went into effect in 2011 that increased an individual’s exemption to $5 million ($10 million for a married couple) for both estate tax and gift tax purposes and reduced the estate and gift tax rate to 35%. Unfortunately, these new laws are only […]
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 […]
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 […]
Burton Mitchell and Elaine Leichter’s article titled, “The Top 10 Reasons 21st-Century Couples Should Consider a Prenuptial Agreement: Part 2” was published by the Elite Advisor Forum. To read part 1, click here. To view this article as a pdf, click here. In Part 1 of this two-part series, we discussed five of the top […]
Megan Earhart co-wrote the article “New Legislation Brings Some Clarity to Estate Planning – Part II,” published on Jan. 19, 2011.
Elaine Leichter and Burton Mitchell’s article, “The Top 10 Reasons 21st Century Couples Should Consider a Prenuptial Agreement,” was published by the Elite Advisor Forum. To read part 2, click here. To view this article as a pdf, click here. As a savvy financial advisor, you’re aware that spouses are not mere roommates. They are […]
Burton Mitchell‘s article titled “GRATs: Time Is Running Out” was published in the Elite Advisor Forum. To view this article as a pdf, click here. “By transferring appreciating assets to a GRAT, individuals may transfer those assets free of gift or estate taxes, provided the grantor outlives the GRAT annuity term and the transferred assets […]
Eric Bardwell wrote the article “New 3.8% Medicare Contribution Tax on Unearned Income Could Cause Additional Tax for Wealthy Individuals Disposing of Real Estate,” which appeared in California Tax Lawyer, Vol. 19, No. 4, Fall 2010.
