The Rising Cost of Long Term Care Insurance Recently, Long Term Care Insurance [LTCI] policy-holders are reporting that their premiums are becoming unpredictable. The most dramatic increases are affecting customers who have had these policies for the longest amount of time. I don’t know that we can fully blame long term care insurance companies. They… Read more »
In case you were wondering, Ultra High Net Worth (UHNW) individuals are busier than ever when it comes to planning for estate and income taxes. The new tax laws have presented some opportunities that may not exist in a few years, and those who are extremely wealthy (and smart) intend to get their fair share… Read more »
Picture This: Your daughter Lupita and her husband Armando love your $5 million home and cherish the memories they have had there. After you have passed away, and they inherit the home, they decide not to sell. You have arranged for them to own the house outright, and they don’t have to pay any estate… Read more »
Let’s walk through how someone could amass millions more through Private Placement Life Insurance (PPLI) than through most other investment vehicles. For a definition, benefits and other considerations for PPLI, read our blog, “Why You’ll Never View Life Insurance The Same Way Again”. Let’s say John reads an article, and realizes that for PPLI, funds… Read more »
