Estate planning

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.

Regular reviews can determine whether a life insurance policy is performing according to expectations and meeting the client's current financial objectives.

A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.

From baseball cards to decoy ducks — how to protect your clients' alternative investments