Advanced Estate and Legacy Planning
It’s hard enough for life and/or business partners to talk about the subjects of dying – difficult family situations – health and money concerns that impact estate & business exit planning … only to learn that what you say may not be what your partner hears. It is no wonder we have a hard time reaching consensus, feeling heard, and taking action…
Insurance Policy Reviews for Business Owners
There is a $3 trillion pool of life insurance being neglected by the financial services industry. With more regulatory requirements, expectations of increased transparency, and expanding fiduciary litigation, these assets can no longer be ignored!
Baby boomers want to know:
- Will Social Security be there for me?
- How much can I expect to receive?
- When should I apply for Social Security?
- How can I maximize my benefits?
- Will Social Se
Traditional Planning …
Traditional planning has failed to keep families and their fortunes together for three or more generations – and that has been true for centuries all over the world.