Regardless of how much someone is worth, the age old question “Will I run out of money?” is what can prevent a comprehensive estate or business succession plan from getting off the…
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What Sets Us Apart
“Family first” and “business first” companies differ in the ways that the desires of the family and the needs of the business are prioritized. In most family first businesses, the…
AALU has learned that at least four attorneys in academia and private practice have written to the Treasury Department asking that a durational limit – suggested to be two generations…
WealthPoint LLC, a provider of succession planning, legacy planning and life insurance planning to high wealth clients throughout the United States, today announced it has hired five new employees. The…
Normally partners choose each other for synergistic or financial reasons. Often next generation family members have no choice. It is a “shotgun wedding.” As a family grows and the number…
Life insurers have fared well relative to banks in the recent economic meltdown and recession. Further, life insurers have fared well even when compared to historical average failure or impairment…
Sens. Blanche Lincoln (D-Ark.) and Jon Kyl (R-Ariz.) Tuesday night introduced an amendment to the bill which would permanently reform the federal estate tax. The amendment would permanently set the…
Press Release: July 15, 2010 WealthPoint LLC, a provider of succession planning, legacy planning and life insurance planning to high wealth clients throughout the United States, today announced it has…
