Let me tell you a story about my first mentor. He was an older guy I met at a real …

“The best bet you’ll ever make is on yourself.” –Warren Buffett You got where you are today because you bet …

Private Placement Life Insurance (PPLI) is a sophisticated wealth management tool that offers high-net-worth individuals and families unique opportunities for …

Non-Qualified Deferred Compensation (NQDC) is a versatile compensation arrangement that allows highly compensated employees and executives to defer a portion …

An entity purchase agreement, also known as a stock redemption agreement, is a type of buy-sell agreement that businesses commonly use to ensure a …

Restricted property trusts, also known as restricted property agreements or trusts, are estate planning tools used to transfer ownership of …