Estate Planning
Has Gifting Lost Its Flair?
From 1987 to 1994, the Estate Tax Exemption was set at $600,000. If your estate was valued more than the exemption, you were assessed estate tax which could be as much as 55%. At that time, people...
Life Insurance. A Protected Asset
As I mentioned in another post, Life Insurance is not just about dying anymore. The policies today do so much more than they did even 10 years ago. It’s true. Life Insurance is designed to protect...
Does Your Advisor Offer a Guarantee? We Do!
What is a Guarantee? A Guarantee is a statement that provides a formal assurance or promise, especially that certain conditions shall be fulfilled relating to a product, service, or transaction. I...
What Can a Trust Do for You?
You may be asking, “What is a trust?” A trust is a legal document that protects your assets to ensure they are distributed according to your wishes after you die. Trusts typically fall into one of...
