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Articles
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Maintaining Life Insurance Coverage in a Life Insurance Trust (ILIT) – Bloomberg Estates, Gifts & Trusts Journal (March 2023)
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February 24, 2023
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Articles
Bloomberg Estate Gifts & Trusts Journal (September 2022) – Using Life Insurance To Supplement Retirement
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September 19, 2022
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Bloombergs Estates Gifts & Trusts Journal (May 2020) – What The Attorney and CPA Need To Do To Protect Themselves & Their Family
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May 18, 2022
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What The CPA & Attorney Need To Know About The Living Benefits of a Life Insurance Policy
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March 23, 2022
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Bloomberg Estate Gifts And Trusts Journal (Jan 2022) Expanding The Benefits of a Family Office to the High Net Worth Client
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January 18, 2022
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ACCOUNTING TODAY (Jan. 4, 2022) TAX PLANNING WITH PRIVATE PLACEMENT LIFE INSURANCE
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January 5, 2022
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Accounting Today (January 2022): Private Placement Life Insurance in the Family Office
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January 5, 2022
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Bloomberg Tax (November 2021): Private Placement Life Insurance in Estate & Income Tax Planning
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November 22, 2021
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BLOOMBERG Tax Report (Oct. 2021) – The LESSER KNOWN USES OF LIFE INSURANCE
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October 11, 2021
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Bloomberg’s Tax Report (October 2021): The Lesser-Known Uses of Life Insurance
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October 10, 2021
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Accounting Today (Oct 2021) What The Attorney Needs To Know About Paying For Long-Term Care Expenses
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October 6, 2021
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Accounting Today (October 2021): What the Attorney Needs to Know About Paying for Long Term Care Expenses
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October 5, 2021
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Bloomberg Estates, Gifts & Trusts Journal. (Sept 2021) – What the Advisor Should Know About a Client’s Life Insurance
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September 10, 2021
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Bloomberg Estates, Gifts & Trusts Journal (Sept. 2021) – What The Advisor Should Know About a Client’s Life Insurance
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September 10, 2021
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BLOOMBERG ESTATE GIFTS AND TRUSTS JOURNAL: WHAT THE ADVISOR & TRUSTEE MUST KNOW ABOUT A CLIENTS INDIVIDUALLY OWNED AND TRUST-OWNED LIFE INSURANCE (MAY 2021)
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May 21, 2021
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Uncategorized
NYSBA Trusts and Estates Journal: What the Attorney Should Know About Living Benefits in a Life Insurance Policy (April 2021)
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May 3, 2021
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Uncategorized
Accounting Today: The Advisors’ & Trustees’ Guide to Managing TOLI (April 2021)
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April 23, 2021
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Life Insurance Info You May Not Be Aware Of
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March 30, 2021
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Bloomberg Tax: Estate Planning Opportunities Under the New Administration
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March 30, 2021
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Accounting Today: Benefits of a Funded Buy-Sell Agreement
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March 26, 2021
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Bloomberg Estates Gifts & Trust Planning Opportunities: Estate Planning Opportunities Under the New Administration
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March 24, 2021
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Bloomberg Daily Tax Report: Supplementing Retirement Income for the Executive or Business Owner
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February 4, 2021
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Bloomberg Tax: Smartly Supplementing Your or Your Client’s Retirement Income, Bloomberg Estates Gifts & Trusts Journal Jan 2021
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January 13, 2021
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ACCOUNTING TODAY: MAXIMIZING LONG -TERM CARE INSURANCE COVERAGE
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December 22, 2020
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Wealth Management: Protecting Retirement Assets and Lifestyle from Cognitive Impairment
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November 23, 2020
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Accounting Today: Safeguarding Clients from Long-Term Care Costs
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November 23, 2020
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NYSBA Summer 2020. ‘Life Settlement Interest Spikes During Pandemic’
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August 27, 2020
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Wealth Management: Life Insurance During the Pandemic
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July 24, 2020
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Bloomberg Estate, Gifts, and Tax Journal: Estate & Life Insurance Considerations During the Coronavirus Pandemic
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July 2, 2020
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Bloomberg Tax Daily Tax Report: Estate and Life Insurance Considerations During the Covid-19 Pandemic
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June 19, 2020
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Accounting Today: How a life settlement can help a client during a pandemic
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June 18, 2020
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NYSBA Webinar: The Impact of COVID-19 on Client’s Life Insurance & the SECURE ACT
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June 5, 2020
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Accounting Today: Changes to changes: Financial planning after the CARES Act and the SECURE Act
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June 3, 2020
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BLOOMBERG TAX: Planning Alternatives & Considerations as a Result of the SECURE ACT
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March 10, 2020
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BLOOMBERG: What the Non-Insurance Advisor Needs to Understand About Indexed Universal Life Insurance
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February 18, 2020
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Bloomberg Tax: What the Non-Insurance Advisor Needs to Understand About Indexed Universal Life Insurance
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November 8, 2019
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Accounting Today: Voices What CPAs should understand about premium financing
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September 20, 2019
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NY State Bar Association Senior Lawyer Fall 2019: The Little Known and Understood Living Benefits of Life Insurance
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September 18, 2019
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Accounting Today: SECURE Act Would Have An Impact on 401(k)s and Profit-Sharing Plans
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July 15, 2019
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Bloomberg: Hybrid Life Insurance and the Pension Protection Act of 2006 — Bloomberg Tax Management Estates, Gifts, and Trusts Journal
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July 8, 2019
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Accounting Today: SECURE Act offers possible retirement strategies for accountants to discuss with clients
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June 6, 2019
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Accounting Today: Providing guidance to obtain financing for the self-employed
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May 9, 2019
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Trusts & Estates April 2019: What the Advisor Should Know About Combo Life Policies
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April 19, 2019
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Accounting Today March 2019 – Is Association Term Insurance Really A Good Deal?
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March 4, 2019
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Wealth Management Feb 2019, Association Term Insurance
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February 21, 2019
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VJR Attny Guest Blog Sept 2018
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February 8, 2019
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Guest blog for Tenenbaum Law, P.C. — The Many Reasons Not to Look at your Life Insurance Policies
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January 29, 2019
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Guest Blog Mitlin Financial — The Many Reasons To Look At Your Life Insurance Policies
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December 13, 2018
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Voices: Stop deducting medical expenses. Here’s what to do instead — Accounting Today
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November 28, 2018
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WEALTH MANAGEMENT OCT 2018 ‘DEALING WITH INCREASING COSTS OF INSURANCE.’
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October 2, 2018
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Bloomberg Tax Daily Tax Report | SEPT 2018 REMEDIES TO MISMANAGED LIFE INS
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September 11, 2018
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BLOOMBERG ESTATE GIFTS AND TRUSTS JOURNAL SEPT 2018, ‘REMEDIES TO MISMANAGED LIFE INS’
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September 6, 2018
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NYSBA Senior Lawyer Summer 2018, What Attorneys Need to Know About Life Insurance
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June 25, 2018
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Guest Post — Futterman & Lanza, LLP, May 2018: Why You Should Take a Look at Your Life Insurance Policy
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May 9, 2018
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Accounting Today – Voices Multiple uses of a deferred compensation plan in the workplace
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May 1, 2018
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Wealth Management – The Power of Deferred Compensation Plans
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March 9, 2018
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Wealth Management – The Impact of Rising Costs on Non-Guaranteed Life Insurance
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February 21, 2018
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Genser Cona, Feb 2018: Protecting Retirement Assets From a Cognitive or Physical Impairment
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February 1, 2018
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Accounting Today – What the CPA Must Know About Life Insurance
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September 19, 2017
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News
TaxStringer – Montag Discusses State of Affairs of the Life Ins Industry NYSSCPA Tax Stringer
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August 19, 2017
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Tax Facts – Feb 2017 Montag Discusses Trustee Rescue
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February 19, 2017
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LONG TERM CARE INSURANCE 1980 – 2015 — Excerpts from ABA Book “An Advisors’ & Trustees’ Guide to Managing Risk” 2017
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January 21, 2017
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Articles
Tax Stringer – Montag Discusses Insurance Issues – The Life Insurance Policy Lapse and Litigation Crisis: What CPAs Need to Know in Order to Avoid a Client Crisis and Create a Glide Path to Safety
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January 1, 2017
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Articles
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News
Trusts and Estates – Montag Discusses Insurance Issues – The Life Insurance Policy Crisis
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December 18, 2016
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Articles
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News
Wall Street Journal — Low Rates Are Tormenting Insurers–and Their Customers; Long-term-care Policies are among hardest-hit
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August 21, 2016
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Articles
Protecting Your Client From Long Term Care Costs and Their Solutions
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May 21, 2016
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Seeking Alpha Website -“What’s This Problem I’m Reading About Regarding Universal Life Insurance?”
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March 14, 2016
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Articles
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News
VJR Website January 28, 2016 “Is your Life Insurance Still Fulfilling its Objectives”
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January 28, 2016
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Protecting Retirement Assets and Lifestyle From Cognitive Impairment — SCWBA
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November 21, 2015
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Articles
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Uncategorized
Protecting Retirement Assets & A Lifestyle From Cognitive Impairment
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October 21, 2015
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Henry Montag Guest Interview on Vincent J Russo, Elder Law Webinar
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July 29, 2015
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Articles
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News
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Webinars
AccountingToday – Containing Long Term Care Costs
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July 8, 2015
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Articles
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News
Protecting Retirement Assets and Lifestyle from Cognitive Impairment
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June 6, 2015
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Articles
Accounting Today – What Accountants Should Know about Life Insurance Policy Evaluations
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June 2, 2015
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Articles
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News
Suffolk County Women’s Bar Association of the State of New York – Protecting Retirement Assets and Lifestyle From Cognitive Impairment
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June 2, 2015
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Articles
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News
New York State Society of CPA’s – “Questions Regarding Life Ins that Need to be Asked” Henry Montag CFP
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May 18, 2015
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Articles
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News
New York State Bar Association – Avoiding Consequential Liabilities for Trustees of Trust-Owned Life Insurance
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April 18, 2015
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Articles
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News
NYSBA – Elder and Special Needs Law Journal – Is Your Client’s Trust Accomplishing Its Objectives?
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September 18, 2014
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Articles
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News
The Tax Stringer NYSSCPA – “The Lapsing Policy Crisis”
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September 18, 2014
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Articles
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News
The CPA’s Guide to Prematurely Expiring Privately Owned & Trust-Owned Life Insurance (TOLI)
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June 29, 2014
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Articles
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News
Effective use of Life Settlements in Planning National Conference of CPA Practitioners newsletter,
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June 18, 2014
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Articles
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News
TaxFacts Online – PRODUCT SUITABILITY – THE NEEDED FRESH LOOK FOR TRUST-OWNED LIFE INSURANCE
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June 2, 2014
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Articles
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News
N. Y. State Bar Association , The Senior Lawyer Section – Henry Montag Discusses Benefits of an Independent Life Insurance Policy Performance Evaluation.
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May 18, 2014
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Articles
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News
TaxFactx Online – The Lapsing TOLI Policy Crisis
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May 18, 2014
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Articles
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News
National Conference of CPA Practitioner – Is your Trust Fulfilling your Objectives
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April 18, 2014
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Articles
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News
National Underwriter Tax Facts – by E. Randolph Whitelaw, AEP® (Distinguished) and Henry Montag, CFP, CLTC – “Getting Life Insurance Done Right”
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April 18, 2014
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Articles
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News
National Underwriter Tax Facts – Developing a TOLI Risk Management Process – by Henry Montag CFP, CLTC & Randolph Whitelaw AEP, Distinguished
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March 18, 2014
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Articles
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News
Financial Service Professional Magazine – Assisting the Unskilled Trustee
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March 18, 2014
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Articles
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News
N.Y State Society of CPA’s – Developing a Prudent TOLI Risk Management process – Henry Montag CFP, Randy Whitelaw AEP (Distinguished)
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March 3, 2014
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Articles
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News
NY State Bar Association Law Journal Importance of a Life Insurance Performance Evaluation Winter 2014
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January 18, 2014
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Articles
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News
Suffolk County Women’s Bar Association Newsletter – The Paramount Importance of a Life Insurance Audit
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December 18, 2013
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Articles
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News
National Conference of CPA Practitioners Newsletter – The Paramount Importance of a Life Insurance Audit
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November 18, 2013
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Articles
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News
L.I. Financial and Tax Planning – Successful Succession Planning Strategies for Your Family Business – By Henry Montag
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April 18, 2012
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Articles
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News
Put Old On Hold – Responsibilities And Thoughts For Business Owners
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May 18, 2011
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Articles
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News
New Strategies for Long-Term Care
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April 21, 2010
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Articles
