Uncovering Hidden Value When It Is Needed the Most

person holding fan of 100 us dollar bill

By Jonah Kahn Life insurance is a powerful and necessary planning tool. When purchased, the hope is that it will provide financial stability when it’s needed the most. This is true for families, as well as businesses; but over time, financial priorities change. Policies should be reviewed like other assets to proactively evaluate the need […]

Unlocking Hidden Value: How Life Settlements Can Optimize Estate Planning Strategies

By Brendan Flatow Life insurance is a critical component of estate planning that provides tax-free death benefits to beneficiaries upon the policyholder’s passing. However, as clients’ circumstances and needs evolve, their life insurance policies may no longer be the most effective solution for their estate planning objectives. For instance, let’s consider the example of a […]