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Estate Planning Financial Planning Life Insurance

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Jaburg Wilk

The 2022 Version of Why it is Time for an Annual Checkup for You and, If You Have One, Your Company

Jaburg Wilk on

Beginning in 2014, I wrote about needing an annual check-up. Many of you read those blog posts about an annual checkup for you and, if you have one, your business. This does not involve the doctor, but it does involve all...more

Gerald Nowotny - Law Office of Gerald R....

TAKE A CHANCE ON ME! PART II - Embracing the Magic of Private Placement Life Insurance and Private Placement Variable Annuities

The bottom line; I can make a significant impact on your bottom line. Take a Chance on Me! Part II #ppli #ppva #idf #estateplanning #financialadvisor #tax ...more

Gerald Nowotny - Law Office of Gerald R....

TAKE A CHANCE ON ME! PART II - Embracing the Magic of Private Placement Life Insurance and Private Placement Variable Annuities

Nowotny On Death and Taxes episode #41 Take A Chance On Me Part II refers to the point not only can Gerry create the strategies but he can implement them as well. Gerry is a leader in private placement life insurance (PPLI),...more

Gerald Nowotny - Law Office of Gerald R....

RETURN TO FOREVER - What Game Shall We Play Today?

Rediscover the use of Split Dollar life insurance. It offers tremendous amounts of gift and income tax leverage benefits! #splitdollar #premiumfinance #insurance #estateplanning #financialadvisor ...more

Gerald Nowotny - Law Office of Gerald R....

RETURN TO FOREVER - What Game Shall We Play Today?

Nowotny On Death and Taxes podcast episode #39 addresses using the planning power of split dollar life insurance for income and estate tax planning benefits. #splitdollar #taxplanning #estateplanning #financialadvisors ...more

Gerald Nowotny - Law Office of Gerald R....

NOWOTNY KNOWS SQUAT! Helping Advisors Build a Clientele and Assets Under Management Part 3 – Using Malta Pension Plans to Raise...

This is the third installment in the series Nowotny Knows Squat. This series focuses on value added planning ideas that financial advisors and life insurance agents should introduce to their clients. In case, you haven't...more

Gerald Nowotny - Law Office of Gerald R....

ISLA DEL ENCANTO - INTRODUCING BORICUA SPLIT DOLLAR

Isla del Encanto - Boricua Split Dollar: The tropical paradise for tax planning! #splitdollar #taxplanning #estateplanning #financialadvisor #insurance ...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Everything You Need to Know About Beneficiary Designations - October 22nd, 12:00 pm - 12:30 pm ET

An often overlooked but important aspect of estate planning is the designation of beneficiaries—both primary and contingent—on life insurance policies and retirement accounts. In this webinar, Whitney O’Reilly, a seasoned...more

Gerald Nowotny - Law Office of Gerald R....

THE WONDER YEARS WEBINAR

Loan Regime Method of Split Dollar Life Insurance - This webinar covers: What is Split Dollar? Loan Method versus Economic Benefit. Leverage Split Dollar Rollout. Planning examples using Split Dollar....more

Gerald Nowotny - Law Office of Gerald R....

HEAVEN CAN WAIT

Nowotny On Death and Taxes podcast episode #24, discusses using the Loan Method of Split Dollar in the After-Life!...more

Gerald Nowotny - Law Office of Gerald R....

THE WAY WE WERE

Using the Loan Method of Split Dollar to recreate the benefit of tax deferral for Hedge Fund Managers in lieu of carried interest in their offshore fund.#splitdollar #ppli #estateplanning #financialadvisors #finance...more

Gerald Nowotny - Law Office of Gerald R....

THE WAY WE WERE

Nowotny On Death and Taxes, episode #20, The Way We Were is about using the Loan Method of Split Dollar to recreate the benefit of tax deferral for hedge fund managers. #splitdollar #ppli #hedgefundmanagers #estateplanning...more

Bowditch & Dewey

Record Low Interest Rates Let You Have Your Cake and Eat It Too – Life Insurance, Investments & Intra-family Loans

Bowditch & Dewey on

At this time, unless Congress acts, the current lifetime estate tax exemption amount of $11,580,000 is set to sunset in 2025, which means that in 2026 it will revert to $5,000,000 per person, adjusted for inflation. Many...more

Gerald Nowotny - Law Office of Gerald R....

Mad Dogs and Panameños!

Nowotny on Death and Taxes episode 16 - Mad Dogs and Panameños! Relates to using the Leveraged Split Dollar Rollout (LSD™ Rollout) to terminate Loan Regime Split Dollar™ Plans. #splitdollar #ppli #taxstrategies...more

Gerald Nowotny - Law Office of Gerald R....

It's (Not) Too Late, Baby!

Late Start Split Dollar gives you the opportunity to convert any corporate owned or individual policy into a Split Dollar Arrangement. Converting Split Dollar into a Loan Regime Method of Split Dollar. This is an opportunity...more

Gerald Nowotny - Law Office of Gerald R....

It's (Not) Too Late, Baby!

Nowotny On Death and Taxes episode 15 titled It's (Not) Too Late, Baby!, speaks to using Late Start Split Dollar to create financial and tax leverage....more

Williams Mullen

[Webinar] Cryptocurrency and Blockchain Technology: What Financial Advisors Need to Know - May 28th, 11:00 am ET

Williams Mullen on

Are you ready for the world of cryptocurrency? It is increasingly becoming an important—but complex—wealth transfer topic in estate planning. In order to properly advise clients and manage their portfolios, accountants and...more

Cozen O'Connor

“Untying the Knot”: Practical Considerations for the Newly Divorced

Cozen O'Connor on

I was asked recently by a financial advisor in New York, to review and comment on a chart he had put together which was designed to help newly-divorced people in get back on their feet. The draft document I received covered...more

Chambliss, Bahner & Stophel, P.C.

Pooled Trusts: Should You Consider Taking a Dip?

Most special needs trusts (SNTs) are set up to benefit one individual. But it’s possible to contribute to a trust where the funds of many people with special needs are “pooled.” This kind of trust, called a pooled or...more

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