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Role of living settlements in estate planning

Life insurance is a mainstay in property and business succession/buy-sell planning. However, despite its widespread use, many advisors and their…

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The rising value of celebrity archives

Recently, we have seen several news articles on the sale of celebrity archives for huge amounts of money.1 An archive…

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Non-fungible tokens: a fiduciary, tax and legal snapshot

Given that the desire for non-fungible tokens (NFTs) is only getting stronger, and the prices only higher, it is up…

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The meteoric rise of the NFT auction market

As with many, you may be confused by non-fungible tokens (NFTs) and how they fit within the art and collectibles…

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Copyright idea with NFT | money management

Recently, visual artists and other content creators have increasingly been mining non-fungible tokens (NFTs) of their artwork and other creative…

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A boomer at the crossroads of an old policy

A hypothetical policyholder is about to call the fictitious an insurance advisor. They are going to discuss the options that…

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Problem Atal Life Insurance Trust

Your client may be suffering from Irrevocable Life Insurance Trust (ILIT) fatigue. This syndrome occurs when clients question the prudence…

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Managing the Grantor Trust Status of ILIT

The transfer of assets by gift, sale or loan to an irrevocable dynasty trust, which is a grantor trust for…

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Estate and Custody Planning for Cryptocurrency

The recent volatility in cryptocurrency price has made some investors wonder whether it is a safe investment. There have been…

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Canadian gas prices near $2 are driving interest in EVs

With delivery times for vehicles affected by supply chain issues, EV converters may have to wait longer – perhaps a…

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