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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 […]
Jill Henderson and Burton Mitchell’s article titled “Top Ten Wealth Planning Mistakes (Part 1 of 2)” was published in the Elite Advisor Forum. Part 1 begins below. Top 10 Estate Planning Mistakes (Part 1 of 2) By Burton Mitchell and Jill Skinner This article was first published as a two-part series by the Elite Advisor […]
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 […]
An article co-authored by Gordon Schaller titled "Stress Test Life Insurance Now to Avoid Future Heartache," was published in the April 2011 issue of Estate Planning.
Stress Test Your Client’s Life Insurance to Help Them Avoid the Attractive Impossibility by Richard M. Weber, CLU and Gordon A. Schaller, Esq. Copyright © California Trusts and Estates Quarterly. Reprinted with permission. Click here to view this article as a pdf. I. INTRODUCTION Buying life insurance can present mixed emotions for clients faced with […]
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 […]
