Choosing a Trustee: Navigating the Complexities and Key Considerations
Do I Need a Prenuptial Agreement?
Insights on Planned Giving From the BNY Annual Charitable Giving Report for 2024
Love Actually: Planning Considerations for Marriage, Divorce, Cohabitation, the Death of a Spouse, and More
Understanding Senior Living Options with Beth Weeks
Financial Planning Tips for the Sandwich Generation with Sherry Finkel Murphy
Maximizing Financial Growth: Insights on HSAs and Smart Investment Strategies with Shaun Eddy
Jewish Divorce Talk: Episode 4 - Financial Talk
Physician Employment Agreements: Focus on Financial Planning
TAKE A CHANCE ON ME! PART II - Embracing the Magic of Private Placement Life Insurance and Private Placement Variable Annuities
Financial Planning and Contract Negotiation for Female Physicians
Law School Toolbox Podcast Episode 294: Money Talk (w/Carrie Friedberg)
RETURN TO FOREVER - What Game Shall We Play Today?
HIPPER THAN HIP
Financial Planning For Health Care Professionals
NOWOTNY KNOWS SQUAT! Part 2 Using PPLI and PPVA Annuities to Raise Assets Under Management and Sell More Life Insurance
INTRODUCING MALTA SPLIT DOLLAR
Estate planning is a crucial process for anyone looking to protect their family and assets, but for families with a loved one who has special needs, it requires additional considerations. Without proper planning, a...more
As the end of 2024 draws near, it’s a great time to review your finances and prepare for a prosperous new year. Whether you’re cozying up by the fire or decorating with family, a little year-end financial planning can help...more
An often overlooked but important aspect of estate planning is the designation of beneficiaries—both primary and contingent—on life insurance policies and retirement accounts. In this webinar, Whitney O’Reilly, a seasoned...more
By unexpectedly raising apprehensions regarding mortality and quality of life issues that many Individuals were not addressing prior to the pandemic, the Covid-19 pandemic is provoking individuals to think about their...more
Most special needs trusts (SNTs) are set up to benefit one individual. But it’s possible to contribute to a trust where the funds of many people with special needs are “pooled.” This kind of trust, called a pooled or...more