WLG Alerts

WLG Alert – NJ Changes Estate Tax Law

WLG Alert – Family Business Valuations: Section 2704 Proposed Regulation

WLG Alert – Surprise! Your Life Insurance Rates are Going Up

WLG Alert – CIC-Breaking News -IRS Loses Again in Tax Court

WLG Alert – Year End Tax Planning Strategies

WLG Alert – NY Tax Reform Affects Estate Planning for New Yorkers


L.O.V.E. Planning™ Articles

When to Communicate About Family Wealth

The Family Mission Statement

The ‘Perfect’ Family Meeting

Trusts and Estates Magazine – Dr. Orlando Aug 2014 – Preparing the Assets for the Family

Why We Give

Billionaires: Master Architects of Great Wealth and Lasting Legacies

Family Business Magazine – Sharing an Asset Requires Intention and Skill Building


Life Insurance Planning Articles

Illustrated Promises and Unmet Expectations

A Tax Efficient Wealth Transfer – Life Insurance Using Pre-Tax Funds

Strategies for Utilizing Permament Life Insurance in Qualified Plans

How Does Life Insurance Work in Your Cash Balance Plan?

CPA Permission Slip

Life Insurance as an Asset Class


Family Business  Articles

WSJ -10 Tips for Bringing Your Children into the Family Business


Annuity Planning  Articles

Wharton SPIA study


Estate Planning  Articles

August 2016: The CPA Journal – Beneficial Split-Dollar Transactions Tax Court Decision Affirms

The Impact of Interest Rates on Estate Planning Strategies

Estate Tax Planning in 2015


Charitable Planning  Articles

Charitable Planning Options Overview

Charitable Giving Strategies – Pros and Cons

Wealth X – 2015 Philanthropy Report


Business Planning  Articles

The Owner’s Journey – Experiences Shared and Lessons Learned

Staten Island Chamber of Commerce – Business Continuity Article

Forbes Article – Ten Favorite Things About Captive Insurance Companies

Journal of Accountancy – The Benefits of Captive Insurance Companies

Tax Stringer -July 2013 – Captive Insurance Companies