Archive for the ‘Guardianship’ Category

ESTATE PLANNING REFRESHER: TRANSFER OF LIFE INSURANCE

Tuesday, May 31st, 2016

From time to time, we are asked about the tax consequences of transferring life insurance policies particularly in the context of some common (or not-so common) estate and trust planning scenarios involving transfers. As most people know, when a transfer of ownership of a life insurance policy occurs, the ...

There is no place like home.

Thursday, May 26th, 2016

This blog is about the importance of having a strong advocate and working with a supportive team. It seems every decade or so I am presented with a wonderful opportunity. I am leading a team that will bring Salli home. Home is her childhood family home where she has always lived until ...