Newsletter Archive

Latest BFA Newsletter

Family Members with Special Needs: Things to Consider

Business Planning

The Self-Canceling Installment Note (SCN)
Alternatives for Funding Buy-Sell Agreements
Valuing a Closely-Held Business
412(i) Plans: Why So Popular?
Business Planning Questions
Advantages of a Non Qualified Deferred Compensation Plan
Life Insurance Planning and the Closely Held Business
How Should the Business Owner Decide on the Correct Entity?
Lessons from the Dodgers: Things to Consider

Estate Planning

Probate: Things You Should Know!
7 Common Life Insurance Mistakes You Should Not Make
GRATS: Great Estate Planning Tools!
Planning for Non-U.S. Citizen Clients
The Irrevocable Trust
Reviewing Your Estate Plan: Things to Consider
Dealing With Terminal Illness in the Family: Things to Consider
The Past, Present, and Future of Estate Taxes: Things to Consider

Financial Planning

Family Members with Special Needs: Things to Consider
When to Use an UTMA Account: Things to Consider
The Most Common Life Insurance Mistakes: Things to Consider
A Life Insurance Checklist
The Golden Rules of Financial Planning
A "Special Needs" Person in the Family