News and Updates
Supporting Your Child’s Startup: Navigating Terms, Risk, and Family Dynamics
For families who find themselves in the exciting but fraught position of being asked to back a child’s venture-backed startup, the urge to be supportive often collides with a healthy […]
Private Placement Life Insurance: Evaluating the Benefits and Drawbacks
What Private Placement Life Insurance Promises Private placement life insurance (PPLI) is marketed as a type of permanent life insurance with an aura of exclusivity. The idea is that you […]
Evaluating PPLI, Investing in a Child’s Startup, and Cross-Border Tax Complexity
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth podcast. This week we explore private placement life insurance and how families should evaluate whether the promised tax advantages justify […]
Short-Term Rentals and Bonus Depreciation: What Actually Qualifies
Start With the Investment Itself Before we talk about bonus depreciation or any tax strategy tied to short-term rentals, I want you to ask yourself one question: would you buy […]
When One Child Opts Out: Keeping Family Gifting Fair
A family recently came to me with an situation that felt awkward on the surface but points to something much bigger. They have three adult children, ages 36, 39, and […]
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