Category: Article

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

Private Placement Life Insurance (PPLI) is a sophisticated wealth management tool that offers high-net-worth individuals and families unique opportunities for tax-efficient wealth accumulation, estate planning,

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

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 smooth transfer of ownership when

Restricted property trusts, also known as restricted property agreements or trusts, are estate planning tools used to transfer ownership of assets to beneficiaries while imposing

A land trust is a legal arrangement in which ownership of real property (land and any structures on it) is transferred to a trustee, who

Special Needs Trusts (SNTs) play a crucial role in safeguarding the financial future of individuals with disabilities while preserving their eligibility for essential government benefits.

In the dynamic landscape of business, certain individuals play pivotal roles that contribute significantly to a company’s success. Key person life insurance, often referred to

Employee Stock Ownership Plans (ESOPs) are gaining popularity as a powerful tool for businesses to foster employee ownership, incentivize productivity, and create a pathway to

Captive insurance is a risk management strategy in which a business creates its own insurance company, known as a captive insurer, to provide coverage for