Benefits of Life Insurance in Estate Planning
BY Admin | July 30, 2018Life insurance is a unique asset used to accomplish any of the following: The creation of an estate where circumstances have kept the estate owner from accumulating sufficient assets to care for his loved ones in the event of a premature death.To protect a business value due to the loss of key employees.For debt reduction.…
Asset and Wealth Management: A Holistic Approach to Planning for Now and Later
BY Admin | July 26, 2018Wouldn't it be great if there was a one-stop-shop where you could get advice for all of your personal finances? Well, there is. It’s called ‘asset and wealth management, and it streamlines the financial advising process by combining the advice of financial advisors in every realm of personal Asset and Wealth Management: What is it,…
7 Reasons You Need Asset Lawsuit Protection
BY Admin | July 19, 2018Imagine that you and your best friend own a car washing business as a “hand-shake” partnership. No one details cars like your employees, and over time you have developed a booming business. Part of your service involves picking up vehicles while your customers are at work or shopping to avoid the hassle of having to…
Will Your Estate Plan Work The Way It Should?
BY Admin | June 14, 2018Although estate planning documents may be signed, the estate planning process is not complete until asset titles are changed so that they can be controlled by those documents. The act of retitling assets is called funding. So, when the estate planning attorney or your financial advisor speaks of funding your trust, for example, he or…
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