Our
Thinking

This month, Jay sits down with Ani Hovanessian, Partner in the Private Client Group at Willkie, Farr & Gallagher LLC, for an inspiring conversation about the intersection of technical mastery and human connection in estate planning.

When affluent families think about financial planning, they often focus on preserving wealth, minimizing taxes, and ensuring smooth multigenerational transfers. Yet, one area that continues to rise in importance and cost is long-term care.

In this month’s interview, Jay catches up with top tier producer Michael DeFillipo, CLU®, ChFC®.  The pair discuss how to best position life insurance with clients, Michael’s short-lived collegiate athletic career and where to find the best rabbit pie in the Philadelphia area.

GRATs and CLATs offer exceptional opportunities for tax-efficient wealth transfer. But when paired with life insurance, their potential for impact, both financial and philanthropic, grows exponentially.

Fairness and equality stand at the heart of decisions about whom to give to and what to distribute in estate plans.

For affluent clients and institutions considering life insurance options, whole life insurance may or may not be a perfect fit.

For younger affluent clients, one essential tool to help secure a financial future that should not be overlooked is life insurance.

Our CEO writes for InsuranceNewsNet on how affluent individuals and families are using PPLI for legacy planning.