Trust-Owned Life Insurance: A Tax-Advantaged Investment Strategy
As an attorney, I’ve seen countless clients and families search for ways to protect and grow their wealth while minimizing tax burdens. One often overlooked but highly effective strategy is trust-owned life insurance (TOLI). When structured correctly, TOLI offers significant tax advantages, asset protection, and estate planning benefits, making it a cornerstone of a well-rounded […]
The Future of Tax Cuts and Jobs Act: Congressional Battles Over Reconciliation and Fiscal Policy – Copy
As the December 31, 2025, expiration date for key provisions of the Tax Cuts and Jobs Act (TCJA) approaches, Congress is actively exploring legislative strategies to address the impending changes to the tax code. The TCJA, enacted in 2017, introduced significant tax reforms, many of which are set to sunset at the end of this […]
