Paying for Large Insurance Premiums

Volume 4, Issue 7 Adding life insurance owned by an ILIT is often the best way to achieve a client’s estate and wealth planning goals. This presents two problems for the planning team – getting the client to act and, with large policies, creating a premium...

The IRS’ 2009 “Dirty Dozen”

Volume 4, Issue 6 The Internal Revenue Service recently issued its 2009 “dirty dozen” list of consumer scams and tax evasion schemes that it warns the public to avoid and that it is targeting in audit and enforcement. This issue of The Wealth Counselor...

Understanding Education Savings Vehicles V4I5

Volume 4, Issue 5 According to the College Board, the average cost of a four-year college or university is increasing at between two and three times the rate of inflation. For the 2008-2009 school year, total costs average more than $14,000 per year for an in-state...