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Introduction to Morrissette The recent Tax Court decision in the Estate of Morrissette v. Commission, T.C. Memo 2021-60 (May 13, 2021)...

A captive insurance company is a subsidiary established by one or more commonly owned businesses to insure the risks of the controlling enti

From its origins in ancient times, insurance has evolved in response to the need for business owners to mitigate against or diversify from t

Case law impacting business owners who created captive insurance companies began in the early 1900s. This long-standing history of court dec

Life Insurance Can Ensure Business Succession Plans Succeed

A primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to their children and other l

When liquidity, control, and tax advantages matter Despite enjoying the longest-running bull market in history, most preretirees have a sub

When Creating Your Estate Plan…you may find you have assets that are illiquid or aren’t easily divided among your heirs.

If You Have Significant Assets… and need to create a tax-efficient approach for transferring wealth, life insurance may enable you to leave

Forbes: Retirement Saving Starts Now: How Millennials Can Lower Their Tax Bills

Guardian’s Premium Financing Platform is supported by alliances with strong, reputable lending institutions that have continued to extend cr

Universal Life Insurance: Confusion Over Life Insurance Policy

Many people associate work with punching the clock, the 9-to-5 slog and saving for retirement.