With the 2017 tax reform, there were a few items that could have drastically changed estate planning strategies for the affluent individual. But, let’s keep a few things in mind: The bill passed with zero Democrat support. When Democrats get back the majority, they are likely to do whatever is in their power to dismantle… Read more »
According to the Social Security Administration, about one fourth of the 65-year-olds today will live past the age of 90, and one in ten will live past the ripe age of 95. The latest research shows that this current generation of men is expected to live 7 years longer than the previous generation; women are… Read more »
Let’s face it, even with the new tax laws in place, insurance policies are the most tax efficient ways to generate wealth and transfer it to the next generation. Savvy advisors and investors know that well-managed assets should include a strategic use of life insurance, along with other investment vehicles. An Investor’s Secret Weapon Just… Read more »
You can’t help but catch your breath a little as you gaze into the eyes of your first grandchild, baby Ava. You hold her closely, feeling the warm bundle settle in your arms, and you gently kiss the top of her delicate, sweet face. You want nothing more than for her to be happy and… Read more »
