What are the causes and consequences?

Clients need to carefully weigh income taxes against asset protection concerns

Active and careful management is required

Like a muscle, it requires exercise and effort

Rethinking the interaction of estate planning and wealth management practices

Factors to consider to identify the product that meets your client’s needs

Changes to IRC Section 7702 encourage stability and reduce risk for permanent life insurance

Sandra D. Glazier reminds us to be sensitive to the enhanced potential of client vulnerabilities