Gregory Taggart

• Never Too Late

  By Gregory Taggart  |  May 1, 2008

  If you have a client who's dragging his feet on estate planning, the good news is that he may have more time than you think....

• Guilt-Free Footprints

  By Gregory Taggart  |  January 1, 2008

  In March 2007, Alan Simpson, a member of the British House of Commons, stood up to criticize carbon offsets, arguing that they had no place...

• The Safe Harbor Choice

  By Gregory Taggart  |  December 1, 2007

  Insider trading has a new poster boy--former Qwest CEO Joseph Nacchio, who was sentenced to six years in prison on July 27. He remains free...

• Connecting Professional Dots

  By Gregory Taggart  |  July 1, 2007

  True story: At the church I attended as a college student, a young life insurance agent was in charge of handing out the programs to...

• Split Decisions

  By Gregory Taggart  |  June 1, 2007

  It's not often that a complex IRS ruling actually clears the air, but in the case of split-dollar arrangements, that's exactly what happened. It's been...

• Not on Your Life

  By Gregory Taggart  |  June 1, 2007

  To some, stranger-originated life insurance is a cutting-edge idea. Others see it as a practice that cuts both ways--into your affluent client's savings and his...

• Broken Vows, Solid Contracts

  By Gregory Taggart  |  January 1, 2007

  For many--if not most--love-struck couples, the words "prenuptial agreement" are anathema, a blanket so wet that it threatens to extinguish their burning love for one...

• On the Same Page

  By Gregory Taggart  |  September 1, 2006

  Does the term "multifamily office" (MFO) conjure up a picture of a wise old family retainer in plush, walnut-paneled offices overlooking lower Manhattan, providing womb-to-tomb...

• Mixing It Up

  By Gregory Taggart  |  September 1, 2006

  Here's the situation: Either you have already invested some of your clients' money in one or more hedge funds, or you've decided that investing in...

• A 'True' Story

  By Gregory Taggart  |  May 1, 2006

  When Wyoming oilman Dave True decided to use buy-sell agreements to make sure his various businesses stayed in the family and to secure some estate...