Sponsored By
Robert W. Finnegan

Robert W. Finnegan

Senior VP, advanced planning attorney, Highland Capital Brokerage

Robert W. Finnegan is senior VP, advanced planning attorney at Highland Capital Brokerage in Farmington, Conn.

Latest from Robert W. Finnegan

FinneganGettyImages-1432392943.jpg
Estate Planning
Designing a Generational Split-Dollar PlanDesigning a Generational Split-Dollar Plan
byRobert W. Finnegan
Mar 15, 2024
25 Min Read
Finnegan GettyImages-1409928874.jpg
Estate Planning
The GRAT Enhancement StrategyThe GRAT Enhancement Strategy
byRobert W. Finnegan
Mar 20, 2023
21 Min Read

All from Robert W. Finnegan

Finnegan GettyImages-1339463762.jpg
Estate Planning
Managing an ILIT’s Grantor Trust Status In Light of IRC Section 677(a)(3)
Managing an ILIT’s Grantor Trust Status In Light of IRC Section 677(a)(3)
Mar 21, 2022
|
23 Min Read
byRobert W. Finnegan, Mary Ann Mancini
te0420 finnegan insurance.jpg
Estate Planning
Keep, Sell or Surrender?
Keep, Sell or Surrender?
Mar 25, 2020
|
18 Min Read
byRobert W. Finnegan, Senior VP, advanced planning attorney
0419-TE-finnegan.jpg
Estate Planning
IRC Section 6166 Revisited
IRC Section 6166 Revisited
Mar 21, 2019
|
15 Min Read
byRobert W. Finnegan, Senior VP, advanced planning attorney
finnegan418
Estate Planning
Planning With Life Insurance in Uncertain Times
Planning With Life Insurance in Uncertain Times
Mar 22, 2018
|
18 Min Read
byRobert W. Finnegan, Senior VP, advanced planning attorney
finnegan218
Estate Planning
Premium Financing With Indexed Universal Life: Part II
Premium Financing With Indexed Universal Life: Part II
Jan 30, 2018
|
21 Min Read
byRobert W. Finnegan, Senior VP, advanced planning attorney
finnegan1217
Estate Planning
Premium Financing With Indexed Universal Life: Part I
Premium Financing With Indexed Universal Life: Part I
Nov 17, 2017
|
20 Min Read
byRobert W. Finnegan, Senior VP, advanced planning attorney

Latest news

Larry Restieri and Bob Oros Hightower
Career Moves
Hightower CEO Bob Oros To Step Down
Hightower CEO Bob Oros To Step Down

Feb 11, 2025

empty office chairs
Industry News & Trends
McKinsey Estimates Advisor Shortage of 100,000 by 2034
McKinsey Estimates Advisor Shortage of 100,000 by 2034

Feb 11, 2025

stock market model portfolios
Investing Strategies
Morningstar: Advisor Use of Custom Model Portfolios Rises
Advisor Use of Custom Model Portfolios Rises

Feb 11, 2025

Sign Up for Newsletters
Sign up to receive the latest insights, trends, and analysis.
CE Webinars
View more
Apr 1 - Apr 2, 2025
Learn from top leaders tackling growth, pay, and personnel challenges daily.
Learn More

Trusts & Estates Magazine

Trusts Estates February 2025
Read More

Latest Digital Edition

Trusts & Estates: February 2025 Digital Edition

Feature on Ultra-High-Net-Worth Families & Family Offices