News & Publications

Announcements and articles from Winged Keel Group’s thought leaders provide insight and perspective on trending topics.

Planning for Non Bloodline Family Members With Term Life Insurance

Eric Hieber and Matthew Phillips
Bloomberg Tax / Tax Management Estates, Gifts and Trusts Journal, March 2022

Unlocking the Value of Cost Basis in Unlikely Places

Marko Djuranovic and Barbara Novak
Trusts & Estates /, April 2021

Whole Life Policies 101

Aaron Abrahms and Kenneth Masters
Trusts & Estates /, September 2020