by davidytterberg | Jun 17, 2024 | Library
The use of intergenerational split dollar, when implemented properly, can be a dynamic planning tool for every generation. A review of three recent cases, Levine, Cahill, and Morrissette, can be instructive. The attached white paper from M Financial explores key...
by davidytterberg | Aug 18, 2023 | Library
The attached piece from M Financial provides useful information as to how insurance can help both those who have fully utilized their lifetime exemptions and those who didn’t feel quite secure enough to “pull the trigger” get to a more beneficial spot. The discussion...
by davidytterberg | 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...
by davidytterberg | 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...
by David | Apr 16, 2018 | Library
David Byers and Hudson Williams both of Capital Strategies, and well-known author Larry Brody, recently authored “Switch Dollar and the Power of Deferral”, which appears in the April, 2018, edition of Trusts and Estates magazine. #5888890.1 Link...
by David | Mar 12, 2018 | Library
Last week, the Wall Street Journal published a front page article entitled Universal Life Insurance, a 1980’s Sensation, Has Backfired. The article contained points that were valid as far as they went, but were not applicable for the clients we serve under the...
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