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WP90X Recap – The Untapped Goldmine: Using Existing Life Insurance for PPLI

February 20, 2026

For the right client, existing life insurance may hold hidden planning potential — unlocking Private…

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Repurposed PPLI: A Smarter Way to Unlock More from Existing Life Insurance

February 19, 2026

Many affluent families already hold significant life insurance policies in place for estate planning. Those…

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WP90X Recap – Premium Finance Unpacked: Benefits, Pitfalls and the Right Fit

December 9, 2025

An innovative strategy to help you better serve clients facing income and estate tax challenges

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WP90X Recap – Family, Government and Charity: Your Allocation Decision

September 18, 2025

An innovative strategy to help you better serve clients facing income and estate tax challenges

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WP90X – Intergenerational Split Dollar: Learning from Levine

January 23, 2025

Unpack Intergenerational Split-Dollar Agreements and the life insurance planning design utilized in the Levine case

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WP90X – Estate Planning for Qualified Retirement Plans Post SECURE Act

November 12, 2024

An innovative strategy to help you better serve clients facing income and estate tax challenges

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Want Drama? Don’t Prepare for Estate Taxes

September 18, 2023

By Tim Young & Michael Kenneth There’s something out there. Something looming. You can’t quite…

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What is the Generation Skipping Transfer Tax?

June 26, 2015

Recently, M Financial posted a brief blog on the generation skipping transfer tax.  Please copy…

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How to Choose a Trustee: Why the obvious choice may not be a wise choice

March 26, 2012

One of the most important estate planning decisions is that of selecting a trustee or…

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Steve Jobs & Living Trusts

December 13, 2011

Privacy? This is a very important question for families that have wealth, a family owned…

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Spoiled Brat!

September 17, 2011

I read this Barron's article today and thought we should discuss it.  Too much money…

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How can I protect my family’s wealth from creditors, divorce and future taxes?

September 6, 2011

It's best to arrange for asset protection as early as possible, preferably before the asset…

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