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Articles in the Personal Finance Category

Personal Finance »

[20 Aug 2008 | No Comment | ]

As the U.S. Tax Court continues to see its fair share of cases involving the legitimacy of this popular estate planning tool for the wealthy, one thing is becoming clear – obeying the rules is the key to maximizing its benefits.

Personal Finance »

[20 Jul 2008 | No Comment | ]

A brief summary of the history of premium financing, its evolution, and its potential connection to a living exit strategy, namely, the secondary market for life insurance.

Personal Finance »

[20 Jun 2008 | No Comment | ]

It’s the right time to consider purchasing disability insurance as “own occ” is back, new options are available, limits have increased and more insurance companies have entered the market.

Personal Finance »

[20 May 2008 | No Comment | ]

The Act exponentially increases the tax benefits available to practices that wish to update equipment and certain other property to more technologically-advanced forms of property.

Personal Finance »

[20 Apr 2008 | No Comment | ]

All a plaintiff attorney needs to know is whether you have deep pockets and whether you have taken the necessary steps to build protective walls around your money.