How to avoid misunderstandings and conflicts.

The analysis requires more than a formulaic approach.

Think globally, act locally.

Clients may need to change their split-dollar loan arrangements.

When equity markets are up and the economy is running smoothly, it’s sometimes easy to overlook the value of downside protection.

When social distancing stands in the way of official witnessing.

You can help clients remain financially secure, even when their paycheck is not.