The U.S. Supreme Court issued a ruling in June 2024 that continues to ripple across the business planning community. Its ruling in Connelly v. U.S., which had been appealed from a decision in favor of the IRS by the U.S. 8th Circuit Court of Appeals, upended conventional wisdom regarding the use of buy-sell agreements in
Giving a producer confidence to work in advanced markets with high net worth clients by providing ESTATE PLANNING support.
Helping a producer write $IO million in new life insurance policies by designing a compelling BUSINESS SUCCESSION plan.
Helping a producer write $35 million in new life insurance policies by designing a compelling EXECUTIVE BENEFIT plan.
Maximizing your life after retirement by designing a compelling LONG-TERM CARE plan.
The SECURE Act brought sweeping changes to the post-death tax treatment of qualified retirement accounts. Specifically, it eliminated the prior “stretch” treatment of post-death distributions for most non-spouse beneficiaries, making them subject to the so-called 10-Year Rule. The Act also mandated the full withdrawal of certain accounts within 10 years of the accountholder’s death for
