PPLI: The Current Hot Topic for the Ultra-Wealthy
The Wall Street Journal recently spotlighted Private Placement Life Insurance (PPLI), describing it as a “Roth IRA on steroids” for wealthy Americans seeking tax-free growth. While the headline captures the Choosing a Corporate Trustee: Why Separation of Duties Can Protect Your Family
One of the more important decisions when setting up a trust is deciding who will actually administer it. Sometimes a family member is well suited to the role, but if Is Your Equity Comp Getting a Fair Look?
More and more workers are benefiting from equity compensation, and it’s not just limited to the C-suite and senior executives. Mid-level employees often accumulate meaningful positions in their company’s stock. An Estate Planning Blueprint by Life Stage: Is Yours Out of Date?
Life moves quickly, but estate plans often stand still. Treating estate planning as a one-off event – a heavy binder locked in a safe – is a common mistake. An Passing Down the Family Home Without Passing Down a Fight
A vacation home may outlive the mortgage, the renovations, and often the parents who bought it. Whether it’s a waterfront property, a cabin in the mountains, or an apartment in Mega IRAs: Is It Time to Reposition Large Growth Assets?
More than 11,000 Americans now hold IRAs or 401(k)s worth $10 million or more, with over 1,000 above $25 million, according to the Joint Committee on Taxation. These balances don’t How Do “Trump Accounts” Stack Up Against Other Child Savings Vehicles?
On July 4, 2026, the long-anticipated “Trump Accounts,” created under the One Big Beautiful Bill Act, officially went live. Many households are asking the same question: should we open one The Second-Home Decision: Balancing Aspirations with a Long-Term Plan
Whether it is a ski home in Aspen, a beachfront escape in Miami, or a metropolitan pied-à-terre, many affluent families aspire to purchase a second home. Yet as the luxury How Much Umbrella Insurance Do You Really Need?
Last week we mapped out the seven pillars of wealth preservation, the layered defense built to keep your assets where they belong: with your family. This week we turn to