Our
Thinking

This month, Jay sits down with Jagruti Panwala, President & CEO of Wealth Protection Strategies and the first woman to serve as Chair of the Asian American Hotel Owners Association (AAHOA).

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.

For high-income individuals who have already maxed out traditional tax-advantaged retirement accounts, VUL offers a potential next step. It combines permanent life insurance coverage with the opportunity for tax-deferred investment growth. More than just a death benefit, VUL provides a flexible, dynamic tool for wealth accumulation, risk management, and long-term financial 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.

One strategy gaining traction is the intergenerational split-dollar (IGSD) arrangement, a sophisticated life insurance funding mechanism that leverages valuation discounts and estate inclusion rules to transfer wealth with minimal tax friction.

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.

The U.S. Supreme Court decision in Connelly v. United States significantly impacted how closely held companies approach buy-sell agreements.

This month, our CEO, Jay Judas, talks to Founding Principal, Highland Capital Brokerage.

Half of our individual client engagement involves PPLI, so we thought it was time to cover the basics.

A Charitable Remainder Trust may help you avoid capital gains taxes and provide a significant income tax deduction.