May 28, 2020

Liquidity Plus Program

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...
May 21, 2020

Specialized Programs For Credit Unions

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...
April 22, 2020

Continuing Impact of the 2017 Tax Act on Credit Unions

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...
April 22, 2020

The Top Four Challenges Nonprofits are Facing Today

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...
April 22, 2020

Life Insurance Can Benefit Your Succession Plan

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...
March 12, 2020

Maximizing Planning Flexibility in Times of Market Turmoil and Tax Uncertainty

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...
February 26, 2020

5 Ways to Maximize the Value of Your Employees and Your Business in the Real Estate and Construction Industry

Retaining key staff – those crucial to your organization’s ongoing success, even survival – is a critical, yet over-looked, aspect of transferring ownership of a company. Losing top employees can disrupt operations, impact current and future revenue and often causes a loss of morale, thereby lowering the appeal and value of your business...
February 15, 2020

Choosing the Right Leader for a Credit Union

Change is inevitable. At some point, every credit union must deal with the issue of succession, whether planned or due to unforeseen circumstances. Some plan for it in advance, while credit unions that find themselves unprepared may face chaos and […]
January 30, 2020

10 Years Later, Estate Planning Deja Vu – With a Twist

In 2009, I participated in a panel discussion at the University of San Diego. The panel was sponsored by the Burnham-Moores Center for Real Estate. The conference was covered by the media and the California Real Estate Journal wrote a follow up article on the ideas discussed. The other day, I was flipping through my resources and I came upon that article.