Wealth Planning NetworkTM Articles

Stay current on the latest in the retirement and financial industries.


Using Trusts for Estate Planning

When it comes to planning your estate, there are many different routes you can take according to what is appropriate for your own unique situation. In situations regarding high net worth clients, estate taxes are a sore topic for most, but the careful use of trusts in your estate plan ...
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Estate Planning for Foreign Nationals

If you’ve been reading our articles for some time, you’re aware that there is an unlimited marital deduction, meaning that there are no U.S. estate taxes charged at the death of the first spouse. For this reason, many believe that there is no need for advanced estate planning unless clients ...
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September is Life Insurance Awareness Month!

It’s a subject that no one really wants to think about, but if you have loved ones that depend on you financially, you need to address what plans you have in place in case something happens to you. Life insurance is the answer to a very difficult question: How will ...
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Market Volatility- What You Need To Know

  If you are like many investors in the past week, you may be wondering how the recent toll on the market affects you and your financial goals. The latest decline in the stock market last week was concerning at the least for many investors, and understandably so, as it ...
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Is Your Portfolio Too Risky?

If you’re like many of our clients, you have probably wondered at one time or another if you are taking the appropriate amount of risk in your portfolio. Perhaps you’ve gone one step further and filled out a risk assessment either online or at your broker’s office to determine the ...
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Business Succession Planning: What You Need To Know

Retirement is a lifelong goal for all, but it is not uncommon for some to reach that goal later than anticipated, if at all, especially for business owners.  At some point in a small business owner’s life, a transfer of ownership is necessary, whether it is due to retirement, illness, ...
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The Importance of Multidisciplinary Wealth Management

Consider your financial and estate planning affairs: you probably have a team of advisors working for you, ranging from Attorneys, CPA’s, Investment Advisors, and Insurance Specialists. While each specialist takes care of their own specialty, it is important that you make sure that they are all working together. Think of ...
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Considering a Spousal Limited Access Trust?

Saving and preserving wealth for younger family members is an important aspect of estate planning. Developing a strategy that removes assets from your individual estate while still providing some access in the event that your spouse would ever need it is a common desire.  A Spousal Limited Access Trust (SLAT) ...
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What is Premium Financing and How Can it Benefit You?

What is Premium Financing? Premium Financing seems to be the “best kept secret” in the financial industry recently, and unless your financial professional keeps up to date on the best techniques, he may be just as uninformed as anybody. Simply put, Premium Financing is having ones Irrevocable Life Insurance Trust ...
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