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Private Placement Life Insurance: A Cornerstone of Financial and Estate Planning for the High Net Worth Individuals

By: Robert W. Chesner, Jr. and Leslie C. Giordani, J.D.

Successful advisors of high net worth individuals employ a top-down approach to their clients’ planning, addressing all of the clients’ goals simultaneously, rather than focusing on component goals in isolation. This approach requires the advisor to construct a plan that encompasses multiple areas of concern in a simple and understandable manner that meets clients’ needs and recognizes the interrelationship of those areas. The advisor must consider investments, income taxation, estate taxation, asset security, and philanthropy in unison to achieve optimal results.

Ten Simple Steps to Prevent World War III Among Your Children

By: Irina S. Shea, J.D.

How bad is it out there? Perhaps you’ve been reading news of high profile estate disputes with tens of millions of dollars at stake. Or perhaps you personally know of someone in your circle of friends and family who have been dragged through a messy estate. The stories are endless but your family doesn’t have to end up in court with siblings not speaking to one another, if you follow these 10 simple steps to keeping the peace.

How to Implement an Estate Planning Maintenance Program – NO KIDDING!

By: Vincent Bonazzoli, J.D.

Over the next several decades, trillions of dollars are expected to pass from one generation to the next. Unfortunately, failed and outdated estate plans will cause a significant percentage of those dollars to be unnecessarily diverted to lawyers, probate courts and the state and federal government in the form of higher than necessary fees, costs and estate taxes. As discussed in my previous article in October, most estate plans are out of date because the typical client will not come back and update their plan, even when prodded by their estate planning attorney.

The Estate Planning Doctor Is In: Where Are The Physicians?

By: Mark Monasky, MD, JD, FACS, FCLM.

INTRODUCTION:

Physicians are running scared. As a practicing neurosurgeon for seventeen years, I have never seen such low morale among doctors. There exists a foreboding sense of gloom and helplessness among physicians regarding the future of medicine and their personal financial future. While this is true for many other segments of society as well, the physician has a unique perspective. It is important for estate planning attorneys to understand this perspective in order to break into the physician market and provide the needed treatment.

Estate Planning for Your Online Identity

By: Peggy Hoyt, J.D., M.B.A. and Sarah AuMiller, J.D.

What happens to your online legacy when you die? This includes your websites, email, usernames, passwords, banking information, LinkedIn, Twitter, Facebook accounts, and even blogs. It is a question most people have not even considered, although you should. Without proper planning and documentation your information may become inaccessible and eventually everything you have invested into the Internet may cease to exist.

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