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Today's investment and political climate is causing a perceptible change in the way many clients approach the role of life insurance in their financial and estate planning. I see clients aggressively reassessing their life insurance needs, whether...
A recent Internal Revenue Service Chief Counsel Memorandum concluded that a trust could not claim a charitable income tax deduction after it had received taxable IRA distributions (that is, income in respect of a decedent or IRD)1 and then...
AIG, now majority owned by the U.S. government, is shopping around its indie b/d subsidiary, the AIG Advisor Group. But only a small number of reps affiliated with AIG’s b/d have decided to bail. Why?
Regulators typically offer a “settlement premium” that is meant to represent a discount on sanctions they would seek at a hearing or trial. Is it worth it?
Wow! During 2008 we witnessed $4 a gallon gasoline, a mortgage industry meltdown, the Dow Jones Industrial Average fall from approximately 13,000 to 8,000, and the election of a new president; an African American, no less. And amidst all of these...