Articles

An irrevocable life insurance trust (ILIT) gives you more control over your insurance policies and the money that is paid from them. It also lets you reduce or even eliminate estate taxes, so more of your estate can go to your loved ones.

Estate planning is an important task that everyone should undertake as it helps to protect your family and loved one’s financial future. However, estate planning can do much more than focus on finances…it can also provide for care of those you leave behind.

When you’re the owner of a business, planning for retirement requires proactivity and strategy. It’s not just the dizzying array of choices for retirement accounts, there’s also planning for the business itself. Who will run the business after your retirement? Additionally, your estate plan must integrate into your retirement and business transition strategy.

Most people have at least heard of an estate plan, but fewer realize that a simple will is not enough to prepare for your future. In fact, a combination of plans – financial, estate and legacy – are vital to your financial well-being and protection of your assets and family.