Charles L. Ratner

A prime example of a sophisticated strategy where advisors, attorneys and life-insurance professionals can work together to add value. Just don’t discount how things could play out in real time.

When weaving the options, tax planning should loom large.

Interest in estate tax liquidity may recede for now, but interest in insulating exposed plans should snowball.

When time is of the essence, it’s critical to hit all the right notes

A hypothetical webinar this boomer would love to attend.

How advisors can make a common sense case for why clients should spend their time and money to talk about the potential implications of possible legislation.

Possible answers to tricky questions from clients.

Look down field before converting pass-throughs to C corporations.