John L. Varga, ASA, Senior Vice President at MPI, was recently a guest on ACTEC’s “Trust and Estate Talk” podcast. To listen to or download the full podcast, please visit the ACTEC Foundation website.
Does funding your retirement depend on the sale of your business? There are some factors you may not have considered that can affect its monetary value, including how ready it is to be sold and the timing of your exit.
Calvary Hospital will host its 15th Annual Trusts and Estates Conference at the Roosevelt Hotel in New York City on October 3, 2018. This invitation-only event attracts more than 300 of New York’s most experienced trusts and estates attorneys. Over the past decade, Calvary’s attorney conference has earned a reputation as a must-attend event for trusts and estates practitioners.
Developments in the Cahill and Morrissette cases in June 2018 are expected to have significant ramifications on the structuring of split-dollar life insurance arrangements and may also have broader implications on intergenerational wealth planning and family entity structuring.
Would it surprise you to learn that the largest segment of the population getting divorced in the last decade or so are those over 50? There are a number of reasons for the growing “Gray Divorce” trend including: the sheer population of the baby boomer generation; people getting married later and thus divorcing later; a higher rate of second, third, fourth marriages which are more likely to end in divorce; and people living longer and wanting to spend their golden years being happy rather than staying in a relationship that is no longer working.