Advisor’s Guide: Buy-Sell Life Insurance LLC

by | Aug 8, 2023 | Library

Historically, insurance policies undergirding buy-sell agreements were owned by the shareholders themselves or by the company.  Each form of ownership had its downside. Over the past several years, the buy-sell insurance LLC has become a frequent vehicle of choice by...
Hudson Williams Presents at FINSECA in D.C.

Hudson Williams Presents at FINSECA in D.C.

by | Apr 21, 2023 | Journal

​On March 21, 2023, Hudson presented at the FINSECA Advanced Markets Conference in Washington, D.C. He served on a panel with Todd Steinberg (Loeb & Loeb, LLC) and Morgan Scott (M Financial Group) that explored intergenerational split-dollar plans in light of...

Side Fund Split Dollar Under the Loan Regime

by | Nov 9, 2022 | Library

David Byers, Jr. & Alexander Jones recently co-authored a new publication with Larry Brody of Harrison and Held for Trusts & Estates Wealth Management Journal that illustrates the leverage created by split dollar loans and life insurance…even at higher...