Background: Clients were moving through our PathWise Comprehensive Financial Planning Process. During that process as they were evaluating which recommendations to implement, a stock in which client held considerable shares …
Beyond Estate Taxes Estate Planning
Background: A husband and wife had retired and were enjoying financial independence. The husband and primary bread earner passed on rather suddenly and the estate plan developed came to the …
Trusted Owned Life Insurance (TOLI) Review
Background: Changes in the Federal Estate Tax laws combined with changes in Life Insurance products has made reviewing existing Trust Owned Life Insurance (TOLI) policies something that everyone should be …
Hypothetical Estate Issue During 2011 & 2012
Goal To take advantage of a temporary Estate Tax without making the decision to “pass away.” Facts Congress passed a late hour Estate Tax reform in the final days of …
