Wealth managers and estate planners encourage their clients to prepare for the unexpected and one word synonymous with 2020 is unpredictable. With recent market volatility, the upcoming generalRead more
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was passed in December 2019 as part of a larger federal spending package, included a provision that warrants specialRead more
What is maximizing the estate planning value of life insurance?
Simply put, maximizing the estate planning value of life insurance means getting the most bang for your buck. That is, it involvesRead more
The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House ofRead more
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according toRead more