Episode 169 - A comprehensive continuity and succession plan is vital to the continued success of the business but, as PricewaterhouseCoopers discovered, not enough family businesses have them.

Episode 168 - After more than 2 years, the IRS has finally gotten around to issuing proposed RMD regulations related to the Secure Act. And there are a few surprises.

Episode 167 - In today’s episode, we are going to take a look back at one of our favorite previous episodes, we’re going where no one has gone before, talking about what some people think is a dirty word: annuities!

Episode 166 - What does life insurance have to do with divorce? Life insurance and divorce intersect in several ways.

Episode 165 - Life insurance can be used to avoid estate tax planning fatigue caused by ever-changing tax laws and political environments.

Episode 164 - Trustees of irrevocable life insurance trusts or ILITs are often family members or friends of the trust creator, who are not familiar with the many duties and responsibilities that the role requires.

Episode 163 - Accumulate wealth, reduce income taxes and protect your family from catastrophic life events with a universal planning strategy. Listen to part 2 of the podcast here.

Episode 162 - Accumulate wealth, reduce income taxes and protect your family from catastrophic life events with a universal planning strategy. Listen to part 1 of the podcast here.

Episode 161 - The inability of Congress to reduce by half the $11.7 million estate and gift tax exemption amount in 2021, leaves us with an even higher exemption amount for 2022.

Episode 160 - Agreeing to act as an Executor or Administrator for the estate of a deceased family member or friend is typically an act of love. However, it often requires more work and dedication than anticipated, and can involve personal liability.