The life settlement knowledge center.
Expert analysis, market insights, and plain-language education for policyholders, investors, and advisors navigating the life settlement market.
LS vs Ordinary Income After-Tax 2026: 5-Asset Universe
For Investors · After-Tax Yield Comparison Framework 2026 Life settlement vs ordinary income after-tax comparison 2026: the 5-asset…
millyOct 22, 202622 minForm 1099 + Schedule D Framework
For Investors · CPA Reporting Framework 2026 Life settlement CPA reporting checklist 2026: Form 1099 framework + basis calculation…
millyOct 20, 202627 minLS Estate Planning + Step-Up Basis 2026: 4-Path Framework
For Investors · Estate Planning + Step-Up Basis Framework 2026 Life settlement estate planning + step-up basis 2026: the…
millyOct 19, 202628 minLife Settlement vs Annuity Tax 2026: 9-Dimension Framework
For Investors · LS vs Annuity Tax Framework 2026 Life settlement vs annuity tax 2026: the 9-dimension head-to-head framework. For…
millyOct 16, 202625 minTransfer-for-Value Rule for LS Investors 2026: RPS Framework
For Investors · Transfer-for-Value Rule Framework 2026 Transfer-for-value rule for life settlement investors 2026: the reportable policy…
millyOct 15, 202625 minLife Settlement Tax by State 2026: 4-Tier Framework
For Investors · State Tax Framework 2026 Life settlement tax by state 2026: the 4-tier state framework + residency planning. Federal…
millyOct 14, 202623 minLife Settlement Tax Treatment 2026: 3-Component Framework
For Investors · Tax Treatment Framework 2026 Life settlement tax treatment 2026: the 3-component investor framework. For accredited…
millyOct 13, 202624 minFamily Office Alternative Investment Strategies 2026
For Investors · Family Office Framework 2026 Family office alternative investment strategies 2026: the 6-strategy institutional…
millyOct 10, 202622 minLife Settlements vs Real Estate Syndications 2026
For Investors · Head-to-Head Comparison 2026 Life settlements vs real estate syndications 2026: head-to-head comparison + portfolio…
millyOct 10, 202620 minStart a conversation.
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