By George N. Luciani, CFPDefensive Allocation portfolio management vs. buy-and-hold Long-Only portfolio management has always been a mainstay of foundations and pensions but is becoming more accessible to advisors of high net worth (HNW) clients as well. The advent of exchange traded funds...
Continue reading "Defensive Allocation Strategies Protect Portfolio Assets in Bear Markets "
By Robert L. Moshman, Esq.Attention all state havens for income and transfer taxation (this means you Alaska, South Dakota, and Wyoming), prepare to be jealous of the latest state advantage in the effort to be the most taxpayer friendly haven...
Continue reading "The Estate Analyst: "Nevada's Restricted LLC and LP""
By Robert L. Moshman, Esq.The King is dead; long live the King.1 The King of Pop's mortal life has ended with debts in excess of $500 million but the value of his immortalized image could mean an immensely valuable future...
Continue reading "The Estate Analyst: "The King of Pop's Estate: The Will of Michael Jackson""
By Robert L. Moshman, Esq."That's one small step for man, one giant leap for mankind." --Neil Armstong, July, 1969 Change is in the air...tax change that is. The recently released "Green Book" from the Treasury contains a look at...
By Julius H. Giarmarco, Esq.Irrevocable life insurance trusts ("ILITs") are commonly used to keep insurance proceeds outside the estates of the grantor-insured, the grantor's spouse, and the grantor's descendants (if a generation-skipping trust is used). As the name indicates, an...
