Estate Planning
The 2026 Estate Tax Cliff: What Families Must Know
The $13.61M exemption is sunsetting. For significant estates, the window to act is narrowing fast.
8 minFeb 2026
Insights
Thought
Leadership
Strategic perspectives on wealth preservation, tax optimization, and estate planning.
Tax Strategy
PPLI vs. Traditional Investing: $50M+ Tax Analysis
Tax drag erodes 200-300 basis points annually. PPLI eliminates this friction entirely.
12 minJan 2026
Asset Protection
What Your Attorney Isn’t Telling You About Insurance
Life insurance structures offer unique creditor protection most estate attorneys overlook.
6 minJan 2026
Premium Financing
Premium Financing in a Rising Rate Environment
How we adapt structures to maintain arbitrage while protecting against rate volatility.
10 minDec 2025
Wealth Transfer
Dynasty Trusts + PPLI: The Ultimate Combination
The most tax-efficient wealth transfer vehicle available under current law.
9 minNov 2025
Business Planning
Pre-Exit Planning: Shield Your Liquidity Event
The months before a sale are the most impactful window for tax planning.
7 minOct 2025
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