The FAFSA eligibility criteria based on your income and net worth determines how much you should be contributing to your child’s higher education and could render you ineligible for assistance – but there’s a solution.

It sounds good at first blush.  Contribute to the plan and use the untaxed dollars to buy a policy.  But take a closer look.

There is a viable market among those who make a full-time profession of creating and maintaining an environment in which to raise children.

How an often-ignored section of the tax law can hold a sad surprise for the unwary.

Ask every transition-planning resistant client you have how they would like to get out of bed only to find they are in bed with their competitor.

It’s no surprise that a planning device with this many advantages has caught the attention of the lawmakers.

The phenomenon of deferred-sticker-shock can put the bite on what might otherwise be a nice insurance sale to fund a buy-sell agreement.

Try treating a split dollar plan like an executive bonus arrangement that turns over control of money paid to the executive only according to the terms of an agreed upon “vesting-like” schedule.

The Uniform Transfers to Minors Act (UTMA) enables you to title property (or craft a beneficiary designation) in the name of a custodian for the benefit of a minor child.