Robin S. Weinberger and Peter N. Katz


Recent Posts

Tax Overhaul Gave Clients With Irrevocable Life Trusts Work to Do

Jul 13, 2018 3:22:00 PM / by Robin S. Weinberger and Peter N. Katz

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Here are 5 ways that ILIT users can respond to the changes.

 

The Tax Cuts and Job Act of 2017 (TCJA) doubled the already sizeable estate tax exemption.

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Life Settlement Opportunities for Business Life Insurance

Apr 19, 2017 2:21:00 PM / by Robin S. Weinberger and Peter N. Katz

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Life settlements are frequently viewed, primarily, as an option for personal life insurance and estate planning policies that are no longer wanted, needed or affordable.  However, business-owned policies or personally owned business purpose policies can also make excellent life settlement candidates, yet these policies are often overlooked.

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A Life Settlement and Replace Strategy that Remains Viable

Mar 14, 2017 10:44:00 AM / by Robin S. Weinberger and Peter N. Katz posted in Financial Planning, life settlement, Life Insurance

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The days of selling a policy in a life settlement and replacing it with a new one are mostly gone, but one variation on that strategy can still work in the right situation.

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