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This page is a archive of recent entries written by lsaret in June 2009.

lsaret: May 2009 is the previous archive.

lsaret: July 2009 is the next archive.

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lsaret: June 2009 Archives

By Julius H. Giarmarco, Esq.An irrevocable life insurance trust ("ILIT") is widely recognized as one of the more popular instruments used to implement a gift leveraging program. A threshold problem for the client contemplating an ILIT is the fact that...

Continue reading "DRAFTING A FLEXIBLE IRREVOCABLE LIFE INSURANCE TRUST"

Herbert K. Daroff, J.D., CFP®Baystate Financial Planninghdaroff@baystatefinancialplanning.comwww.baystatefinancialplanning.comRetirement planning involves much more than asset ALLOCATION.  First, the study that resulted in asset allocation did not take into consideration tax consequences.  All of their data points were qualified retirement plan portfolios.  If...

Continue reading "Successful Retirement Planning depends on Asset LOCATION"