With markets trying to recover from a bear market, investors may be asking: “How do I protect myself from the downside?” This article discusses using life insurance, annuities, ETFs, and...
A MESSAGE FROM THE PRESIDENT
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Titling Assets with the Intent of Your Estate Plan You have put time and effort into completing your estate planning documents and the ink is now dry. You breathe a sigh of relief, because,...
Do you own a life insurance policy that you no longer want or need? Maybe the premiums are becoming an unwanted expense. Perhaps, like most policies, its performance ebbed & the cost to retain...
Fred (65) and Ethel (62), are a married couple living in Florida. Fred owns real estate (Golden Pond) he inherited from his grandmother, which has a current fair market value (FMV) of...
Market volatility and rising interest rates present estate planning opportunities. For example, consider depressed market values as a natural “discount” without having to use complicated...
Gifting With GRAT-itude: How the Right Trust Can Serve You and Your Family Members
Following a busy holiday season, gift giving may be the last thing on your mind. However, the new year is an opportunity to reevaluate your estate planning strategies, and perhaps offer your family...