For many affluent individuals, estate planning extends well beyond tax planning. It involves very personal decisions about the distribution of future wealth. Spendthrift trusts are sometimes used in traditional estate…
I'm exhausted. The recent news cycle of hurricanes, mass shootings, and political battles can make us weary and disengaged. We should not use this as an excuse to do nothing,…
Your favorite charity can benefit from your savvy planning! For millions of Americans, "charity begins at home." Many have decided to make a difference by donating money to local religious,…
How can writing one check create a lifetime of memories for your grandchildren? _____ During my years working directly with life insurance, I learned a lot of unique ways…