Once issued, a life insurance policy can remain in effect for decades. During this time, the original owner's goal and objectives may have changed, or a need for additional insurance or changes to the policy may have arisen. Too often...

Despite the economic recession, private foundations (PFs) led by individual donors and by families continue to form, grow and increase their grant making in one way or another. Indeed, a recent analysis of the giving patterns of 700 Foundation...

We're now entering the eighth month of 2010 a year in which we've had no estate tax. We're also facing possible legislation and uncertainty on other issues including the allowable terms and forms of grantor retained annuity trusts (GRATs) and the...

Ripped from the headlines: CEO Faces $7 Million Judgment After Son's Driving Conviction in The Financial News Daily; Businesswoman Fires Nanny, Gets Slapped With Age Discrimination Suit (for $4 million) in The Financial Herald. Both chilling...

On July 21, 2010, many single family offices watched President Obama sign into law the Dodd-Frank Wall Street Reform and Consumer Protection Act (the Act).1 Title IV of the Act is the Private Fund Investment Advisers Registration Act of 2010...

Private placement variable universal life insurance (PPVUL) products are available through some of the largest insurance companies in the United States. For advisers who know PPVUL only as an offshore vehicle, it may be time to consider the...