Keyword: life insurance benefits

Keeping it all in the family

To avoid anger, bickering and distrust during transition of a family business, WEALTHinsurance.com’s Mark Halpern advises a documented succession plan.
Planning for high-net worth family businesses is so important. If only   Read More

Top 10 estate planning tips

The TaxLetter contributing editor Mark Halpern recalls Martin Luther King’s sagacious advice: “If we are to go forward, we must go back.” When it comes to planning your financial future,   Read More