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Tax-Free Wealth Transfer Strategies
Estate planning isn’t just for the super wealthy. Virtually everyone needs most, or all, of the documents above in order to protect themselv

Who will care for your children?
Without naming a Guardian in your Will, a judge will make the decision as to who will have the care, custody and control of your children an

If You Own One of These Types of Businesses, It's Time to Consider Key Employee Insurance.
If you are a business owner and you need to make sure that your business retirement is structured correctly, then you must watch this webina

How to Avoid Paying Taxes on an Inherited Annuity
While you can’t avoid paying taxes on an inherited annuity, here are a few things you can do to minimize them.

Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession structure sooner rather than later. Let's take a look at

A Living Trust Primer
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual

Caring for Aging Parents
Whatever your relationship with your parent has been, this new phase of life will present challenges for both parties. By treating your pare

And the Executor Is
Choosing the right executor can help ensure that the distribution of your assets may be done efficiently and with as little upheaval as poss

A Primer on Irrevocable Life Insurance Trusts
The ILIT owns a life insurance policy on the grantor’s life via the transfer of ownership of an existing policy, or through the grantor’s an









