Let's journey together for a moment through the winding roads of...
Have you ever wondered, “Should we have a trust?”, then quickly...
Patty and Steve want to leave a $1 million IRA to support their daughter with steady income but are worried about loss to taxes. Learn how they can use creative estate planning to reduce taxes and increase their impact.
See how Mary & George turn a $275,000 low interest long-term care rainy day fund into a $780,000 flexible benefit for long-term care or legacy for their children.
Who depends on you? Family, employees, charitable organizations? How would they be provided for if you died and your income stopped? Life insurance is a way to transfer this risk to an insurance company. Here's a simple breakdown of the types and applications of life insurance.
For businesses with multiple owners, proper succession planning is key. Selling your stake and sailing off into retirement is the dream, but a complete plan must account for the unexpected death or disability of an owner. Here's what to know about Buy-Sell Agreements.
In recent years, the Long Term Care (LTC) insurance market has evolved, and hybrid plans have emerged that combine life insurance with long term care benefits. In many ways, hybrid plans are an upgrade on traditional benefits. This case study helps compare and contrast these options.