Read the full article here: Understanding Your Estate
Ensuring Your Legacy
Ensuring Your Legacy, Protecting Your Family
Blended Families and The Role of Life Insurance
In today’s society, blended families, where at least one parent has children not genetically related to the other spouse or partner, are increasingly common. This family structure has its dynamics… Read More
Turning Fortune into Financial Freedom: A Beneficiary’s Guide to Handling an Inheritance
Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief. An inheritance can take various forms, such as cash, properties, stocks, bonds, property, or other… Read More
Why High Earners Need Life Insurance Too: Helping Your Family and Preserving Your Finances
There are several ways high-net-worth individuals can benefit from life insurance. It is a vehicle that could provide loved ones with an income stream, it can be used as an… Read More
Tackle Your Tax Burden with a Well-Designed Life Insurance Policy
For many high-net-worth (HNW) individuals, managing finances and minimizing their tax burden are top priorities. One strategy that often gets overlooked in the pursuit of reducing taxes is life insurance…. Read More
Navigating Long-Term Care
As Americans age, many of us are coming face-to-face with friends and family members who need long-term care (LTC). And, as we watch others grapple with the emotional and financial… Read More
Putting Faith in Trusts and Dispelling Their Myths
Trusts are an important part of an overall estate plan, and should not be overlooked For the average investor, setting up a trust with your estate attorney as part of… Read More
5 Keys for Productive Family Wealth Meetings
How to make family meetings a family tradition We’ve all seen an example of the unintended consequences of wealth, and there’s no denying its impact on family members. But what… Read More
A Quick Guide to Estate Planning for Those With High Net Worth
Even if you never thought of yourself as especially wealthy, there may be a fair chance that you fall into the category of “high net worth individuals”—those who have liquid… Read More