Browse My Most Recent Articles

June 6, 2012
Health insurance and captive insurance, Pt. 1

May 24, 2012
Trusts, Pt. 3: Advanced concepts

April 26, 2012
Trusts, Pt. 2: When should they be used?

April 3, 2012
Trusts, Pt. 1: The nuts and bolts

March 14, 2012
Advice for advisors working with elderly clients, Pt. 2: Put your client's needs first

March 7, 2012
Advice for advisors working with elderly clients, Pt.1: a lawyer and son's perspective

January 25, 2012
The 10 questions of captive insurance, Pt. 3

January 17, 2012
What is asset protection, and who needs it?

January 3, 2012
The 10 questions of captive insurance, Pt. 2

December 20, 2011
What was the IRS's beef with captive insurance companies?

December 8, 2011
The 10 questions of captive insurance, Pt. I

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